-0.6%
FISV vs OVV
+65.7%
-66.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | +1.1% |
| 7D | +3.0% | +1.2% | +1.8% | +3.1% |
| 30D | +38.8% | -2.5% | +41.3% | +38.1% |
| 3M | +21.2% | +0.5% | +20.7% | +20.5% |
| 6M | +17.5% | +8.5% | +9.0% | +16.6% |
| YTD | -4.9% | +64.5% | -69.3% | -6.2% |
| 1Y | -0.6% | +64.7% | -65.2% | -2.8% |
| All | -0.6% | +65.7% | -66.2% | -2.8% |
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