+3,401.3%
FAST vs OVV
+162.8%
+3,238.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.1% |
| 7D | -0.4% | +0.3% | -0.6% | -0.4% |
| 30D | -0.8% | +11.7% | -12.5% | -2.8% |
| 3M | +5.8% | +9.8% | -4.0% | +3.7% |
| 6M | +8.0% | +26.6% | -18.6% | +2.7% |
| YTD | +25.6% | +67.0% | -41.4% | +13.6% |
| 1Y | +0.8% | +55.9% | -55.1% | -8.1% |
| 3Y | +86.1% | +45.5% | +40.6% | +67.8% |
| 5Y | +100.2% | +157.3% | -57.1% | +53.9% |
| 10Y | +494.2% | +65.0% | +429.2% | +283.5% |
| All | +3,401.3% | +162.8% | +3,238.5% | +1,296.4% |
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