+547.9%
FAST vs OVV
+48.9%
+499.1%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +3.8% | -10.7% | +14.6% | +5.2% |
| 30D | +8.1% | -5.3% | +13.4% | +8.6% |
| 3M | +5.8% | +2.4% | +3.4% | +5.3% |
| 6M | +24.9% | +5.7% | +19.2% | +23.5% |
| YTD | +38.9% | +56.8% | -17.8% | +30.6% |
| 1Y | +36.5% | +59.3% | -22.8% | +27.9% |
| 3Y | +98.1% | +49.0% | +49.2% | +84.3% |
| 5Y | +109.3% | +88.1% | +21.2% | +83.5% |
| 10Y | +547.9% | +42.5% | +505.4% | +391.3% |
| All | +547.9% | +48.9% | +499.1% | +391.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling