+32.8%
FAST vs OVV
+67.1%
-34.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | +2.1% | -16.7% | +18.7% | +2.1% |
| 30D | +6.9% | -1.5% | +8.4% | +6.7% |
| 3M | +4.8% | +1.6% | +3.3% | +4.7% |
| 6M | +19.8% | +2.0% | +17.7% | +19.8% |
| YTD | +34.9% | +56.8% | -21.9% | +25.1% |
| 1Y | +32.8% | +64.8% | -32.1% | +22.1% |
| All | +32.8% | +67.1% | -34.3% | +22.1% |
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