+464.6%
FISV vs OVV
+146.6%
+318.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.0% |
| 7D | +22.3% | -10.7% | +33.1% | +24.3% |
| 30D | +39.2% | -5.3% | +44.5% | +40.0% |
| 3M | +21.2% | +2.4% | +18.8% | +20.2% |
| 6M | +14.5% | +5.7% | +8.8% | +12.8% |
| YTD | -5.4% | +56.8% | -62.2% | -13.0% |
| 1Y | -0.3% | +59.3% | -59.6% | -8.6% |
| 3Y | -46.8% | +49.0% | -95.8% | -51.7% |
| 5Y | -36.2% | +88.1% | -124.4% | -46.5% |
| 10Y | +26.4% | +42.5% | -16.2% | -12.1% |
| All | +464.6% | +146.6% | +318.0% | +133.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling