+50.1%
EFA vs OVV
+107.0%
-56.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +2.2% | +8.0% | -5.8% | +1.3% |
| 30D | +1.4% | -2.0% | +3.4% | +1.5% |
| 3M | -4.2% | +5.4% | -9.6% | -5.0% |
| 6M | +1.9% | +14.3% | -12.4% | -0.3% |
| YTD | +10.2% | +69.4% | -59.2% | +1.2% |
| 1Y | +12.8% | +72.4% | -59.6% | +3.2% |
| 3Y | +65.2% | +58.4% | +6.8% | +49.7% |
| All | +50.1% | +107.0% | -56.9% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling