+69.7%
XYZ vs OVV
+35.0%
+34.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -3.6% |
| 7D | +9.2% | -14.9% | +24.1% | +12.0% |
| 30D | +9.8% | -0.9% | +10.7% | +9.2% |
| 3M | -0.2% | +5.6% | -5.8% | -2.3% |
| 6M | +18.0% | -2.5% | +20.4% | +17.0% |
| YTD | +29.1% | +57.8% | -28.7% | +9.2% |
| 1Y | +14.1% | +70.1% | -56.0% | -6.5% |
| All | +69.7% | +35.0% | +34.7% | +47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling