+8.1%
EWZ vs OVV
+75.2%
-67.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.6% | +7.3% | +1.6% |
| 7D | -4.1% | -12.1% | +8.0% | -4.1% |
| 30D | -25.0% | +2.9% | -27.8% | -24.9% |
| 3M | -10.6% | +3.7% | -14.3% | -10.4% |
| 6M | -16.6% | +0.6% | -17.2% | -16.5% |
| YTD | +2.5% | +62.5% | -60.0% | -2.2% |
| 1Y | +8.1% | +72.0% | -63.9% | +2.8% |
| All | +8.1% | +75.2% | -67.1% | +2.8% |
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