+97.9%
EWT vs OVV
+61.5%
+36.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +1.7% |
| 7D | +4.0% | +0.3% | +3.7% | +4.0% |
| 30D | +10.3% | +11.7% | -1.4% | +11.1% |
| 3M | +6.1% | +9.8% | -3.7% | +7.1% |
| 6M | +56.6% | +26.6% | +30.1% | +55.3% |
| YTD | +76.6% | +67.0% | +9.6% | +68.6% |
| 1Y | +97.9% | +55.9% | +41.9% | +88.9% |
| All | +97.9% | +61.5% | +36.3% | +88.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling