-3.0%
FISV vs OVV
+55.1%
-58.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.8% | -4.4% |
| 7D | -6.4% | -3.8% | -2.6% | -5.9% |
| 30D | -6.8% | +1.3% | -8.1% | -7.0% |
| 3M | -10.0% | +14.3% | -24.3% | -11.7% |
| 6M | -20.6% | +21.1% | -41.7% | -22.9% |
| YTD | -27.6% | +66.0% | -93.6% | -32.7% |
| 1Y | -64.3% | +59.3% | -123.6% | -66.8% |
| 3Y | -60.0% | +47.6% | -107.5% | -63.0% |
| 5Y | -57.7% | +162.0% | -219.7% | -64.7% |
| 10Y | -3.0% | +56.5% | -59.5% | -34.3% |
| All | -3.0% | +55.1% | -58.1% | -34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling