-56.5%
FISV vs OVV
+153.1%
-209.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.9% |
| 7D | -1.6% | -3.7% | +2.2% | -1.1% |
| 30D | -3.0% | +8.0% | -10.9% | -4.1% |
| 3M | -3.5% | +11.3% | -14.8% | -5.2% |
| 6M | -19.4% | +24.0% | -43.4% | -22.2% |
| YTD | -24.3% | +65.3% | -89.6% | -30.1% |
| 1Y | -62.4% | +60.2% | -122.5% | -65.2% |
| 3Y | -58.2% | +46.9% | -105.1% | -61.7% |
| 5Y | -56.5% | +158.7% | -215.3% | -64.8% |
| All | -56.5% | +153.1% | -209.7% | -64.8% |
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 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