+435.2%
EFA vs OVV
+162.8%
+272.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.5% |
| 7D | +0.6% | +0.3% | +0.3% | +0.5% |
| 30D | +0.9% | +11.7% | -10.9% | -1.4% |
| 3M | +4.9% | +9.8% | -4.9% | +2.6% |
| 6M | +8.6% | +26.6% | -18.0% | +2.7% |
| YTD | +14.6% | +67.0% | -52.4% | +2.4% |
| 1Y | +22.6% | +55.9% | -33.3% | +10.6% |
| 3Y | +66.5% | +45.5% | +21.0% | +48.3% |
| 5Y | +54.5% | +157.3% | -102.8% | +16.1% |
| 10Y | +144.8% | +65.0% | +79.8% | +52.6% |
| All | +435.2% | +162.8% | +272.4% | +154.4% |
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