+3,675.2%
FAST vs OVV
+155.6%
+3,519.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.6% | +7.3% | +2.7% |
| 7D | +3.4% | -12.1% | +15.5% | +5.6% |
| 30D | +5.5% | +2.9% | +2.6% | +4.8% |
| 3M | +7.6% | +3.7% | +3.9% | +6.5% |
| 6M | +19.8% | +0.6% | +19.2% | +18.8% |
| YTD | +35.5% | +62.5% | -27.0% | +22.8% |
| 1Y | +31.6% | +72.0% | -40.4% | +17.9% |
| 3Y | +91.0% | +39.1% | +51.9% | +73.5% |
| 5Y | +105.1% | +98.5% | +6.6% | +65.6% |
| 10Y | +598.2% | +60.1% | +538.1% | +354.6% |
| All | +3,675.2% | +155.6% | +3,519.5% | +1,409.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling