+621.5%
XYZ vs OVV
+51.8%
+569.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.9% | -0.5% |
| 7D | -2.2% | +1.2% | -3.4% | -2.4% |
| 30D | +11.6% | -2.5% | +14.1% | +11.7% |
| 3M | +8.4% | +0.5% | +7.9% | +7.6% |
| 6M | +17.2% | +8.5% | +8.7% | +13.4% |
| YTD | +31.7% | +64.5% | -32.8% | +15.0% |
| 1Y | +30.1% | +64.7% | -34.6% | +13.3% |
| 3Y | +66.4% | +54.1% | +12.3% | +44.5% |
| 5Y | -62.2% | +95.4% | -157.6% | -69.0% |
| 10Y | +621.5% | +54.9% | +566.6% | +425.1% |
| All | +621.5% | +51.8% | +569.7% | +425.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling