+230.2%
EWY vs OVV
+47.2%
+182.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.6% |
| 7D | +8.0% | -3.7% | +11.8% | +8.3% |
| 30D | +14.3% | +8.0% | +6.4% | +13.5% |
| 3M | +2.3% | +11.3% | -9.0% | +1.1% |
| 6M | +49.9% | +24.0% | +25.9% | +44.5% |
| YTD | +95.3% | +65.3% | +30.0% | +79.0% |
| 1Y | +161.7% | +60.2% | +101.6% | +140.4% |
| 3Y | +230.2% | +46.9% | +183.2% | +195.6% |
| All | +230.2% | +47.2% | +182.9% | +195.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling