+156.4%
EWT vs OVV
+153.1%
+3.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | +1.6% | -3.7% | +5.4% | +2.2% |
| 30D | +8.2% | +8.0% | +0.2% | +6.9% |
| 3M | +11.1% | +11.3% | -0.2% | +8.9% |
| 6M | +60.4% | +24.0% | +36.4% | +53.8% |
| YTD | +75.6% | +65.3% | +10.2% | +59.8% |
| 1Y | +91.3% | +60.2% | +31.2% | +74.6% |
| 3Y | +200.3% | +46.9% | +153.3% | +171.3% |
| 5Y | +156.4% | +158.7% | -2.3% | +107.7% |
| All | +156.4% | +153.1% | +3.3% | +107.7% |
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