+54.8%
EFA vs OVV
+153.1%
-98.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | +1.2% | -3.7% | +4.9% | +1.7% |
| 30D | -0.7% | +8.0% | -8.7% | -1.7% |
| 3M | +6.4% | +11.3% | -4.9% | +4.7% |
| 6M | +11.4% | +24.0% | -12.6% | +7.5% |
| YTD | +14.0% | +65.3% | -51.3% | +5.3% |
| 1Y | +20.2% | +60.2% | -40.0% | +11.3% |
| 3Y | +68.2% | +46.9% | +21.3% | +54.3% |
| 5Y | +54.8% | +158.7% | -103.9% | +28.1% |
| All | +54.8% | +153.1% | -98.3% | +28.1% |
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