-61.1%
FISV vs OVV
+61.5%
-122.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +0.5% |
| 7D | -0.3% | +0.3% | -0.6% | -0.3% |
| 30D | -2.1% | +11.7% | -13.8% | -2.0% |
| 3M | -5.7% | +9.8% | -15.5% | -5.7% |
| 6M | -15.3% | +26.6% | -41.9% | -14.9% |
| YTD | -21.1% | +67.0% | -88.1% | -20.3% |
| 1Y | -61.1% | +55.9% | -117.0% | -60.3% |
| All | -61.1% | +61.5% | -122.6% | -60.3% |
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