-3.7%
FISV vs OVV
+75.2%
-78.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.6% | +11.9% | +5.9% |
| 7D | +29.6% | -12.1% | +41.8% | +29.1% |
| 30D | +34.5% | +2.9% | +31.6% | +33.6% |
| 3M | +11.2% | +3.7% | +7.6% | +10.4% |
| 6M | -1.2% | +0.6% | -1.8% | -2.3% |
| YTD | -7.6% | +62.5% | -70.1% | -9.5% |
| 1Y | -3.7% | +72.0% | -75.7% | -8.2% |
| All | -3.7% | +75.2% | -78.9% | -8.2% |
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 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