-4.5%
FISV vs OVV
+70.1%
-74.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.2% | -6.0% | -3.6% |
| 7D | -2.0% | +6.5% | -8.5% | -1.6% |
| 30D | +31.8% | -2.7% | +34.5% | +31.4% |
| 3M | +19.3% | +3.1% | +16.1% | +18.8% |
| 6M | +12.1% | +12.8% | -0.7% | +11.5% |
| YTD | -8.4% | +68.1% | -76.6% | -9.8% |
| 1Y | -4.5% | +73.6% | -78.1% | -6.7% |
| All | -4.5% | +70.1% | -74.6% | -6.7% |
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