+125.6%
EEM vs OVV
+54.2%
+71.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | +3.1% | -3.7% | +6.8% | +3.6% |
| 30D | +4.9% | +8.0% | -3.1% | +3.8% |
| 3M | +5.2% | +11.3% | -6.0% | +3.5% |
| 6M | +20.7% | +24.0% | -3.3% | +16.5% |
| YTD | +26.5% | +65.3% | -38.9% | +17.3% |
| 1Y | +37.8% | +60.2% | -22.3% | +28.1% |
| 3Y | +91.0% | +46.9% | +44.0% | +76.4% |
| 5Y | +47.0% | +158.7% | -111.7% | +22.4% |
| 10Y | +125.6% | +50.8% | +74.7% | +65.7% |
| All | +125.6% | +54.2% | +71.4% | +65.7% |
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