+724.1%
EEM vs OVV
+135.6%
+588.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.4% |
| 7D | -2.8% | -16.7% | +13.9% | +1.3% |
| 30D | -11.9% | -1.5% | -10.4% | -11.9% |
| 3M | -8.8% | +1.6% | -10.3% | -9.6% |
| 6M | -11.6% | +2.0% | -13.7% | -13.1% |
| YTD | +9.0% | +56.8% | -47.8% | -4.3% |
| 1Y | +10.6% | +64.8% | -54.3% | -4.3% |
| 3Y | +64.4% | +38.3% | +26.1% | +43.7% |
| 5Y | +31.0% | +84.9% | -53.8% | -0.7% |
| 10Y | +105.6% | +54.5% | +51.1% | +15.8% |
| All | +724.1% | +135.6% | +588.5% | +334.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling