+89.7%
EWT vs OVV
+59.6%
+30.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | +2.1% | -3.8% | +5.9% | +1.9% |
| 30D | +9.4% | +1.3% | +8.1% | +9.5% |
| 3M | +10.9% | +14.3% | -3.5% | +11.9% |
| 6M | +57.9% | +21.1% | +36.8% | +57.0% |
| YTD | +75.9% | +66.0% | +9.9% | +66.9% |
| 1Y | +89.7% | +59.3% | +30.4% | +80.4% |
| All | +89.7% | +59.6% | +30.1% | +80.4% |
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 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