-36.2%
FISV vs OVV
+85.0%
-121.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.0% |
| 7D | +22.3% | -10.7% | +33.1% | +23.9% |
| 30D | +39.2% | -5.3% | +44.5% | +39.7% |
| 3M | +21.2% | +2.4% | +18.8% | +20.2% |
| 6M | +14.5% | +5.7% | +8.8% | +12.9% |
| YTD | -5.4% | +56.8% | -62.2% | -12.4% |
| 1Y | -0.3% | +59.3% | -59.6% | -7.9% |
| 3Y | -46.8% | +49.0% | -95.8% | -51.4% |
| 5Y | -36.2% | +88.1% | -124.4% | -45.7% |
| All | -36.2% | +85.0% | -121.3% | -45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling