+105.0%
FAST vs OVV
+88.6%
+16.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.3% |
| 7D | +0.7% | -14.9% | +15.6% | +2.2% |
| 30D | +4.6% | -0.9% | +5.6% | +4.6% |
| 3M | +6.4% | +5.6% | +0.8% | +5.5% |
| 6M | +20.6% | -2.5% | +23.1% | +20.4% |
| YTD | +34.7% | +57.8% | -23.2% | +26.7% |
| 1Y | +29.7% | +70.1% | -40.4% | +20.8% |
| 3Y | +89.9% | +35.1% | +54.8% | +78.4% |
| 5Y | +105.0% | +86.1% | +18.9% | +83.2% |
| All | +105.0% | +88.6% | +16.4% | +83.2% |
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