+109.6%
EEM vs OVV
+48.9%
+60.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | -0.1% | -10.7% | +10.6% | +1.3% |
| 30D | -8.6% | -5.3% | -3.3% | -8.1% |
| 3M | -7.0% | +2.4% | -9.4% | -7.6% |
| 6M | -9.7% | +5.7% | -15.4% | -10.9% |
| YTD | +12.1% | +56.8% | -44.6% | +4.4% |
| 1Y | +14.1% | +59.3% | -45.2% | +5.9% |
| 3Y | +72.1% | +49.0% | +23.2% | +58.6% |
| 5Y | +34.1% | +88.1% | -54.0% | +16.2% |
| 10Y | +109.6% | +42.5% | +67.1% | +57.3% |
| All | +109.6% | +48.9% | +60.8% | +57.3% |
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