+283.9%
FITB vs OVV
+54.2%
+229.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.4% |
| 7D | +2.8% | -3.7% | +6.6% | +3.9% |
| 30D | -4.5% | +8.0% | -12.5% | -6.7% |
| 3M | +5.7% | +11.3% | -5.6% | +2.0% |
| 6M | +17.1% | +24.0% | -6.9% | +8.6% |
| YTD | +18.3% | +65.3% | -47.0% | +0.7% |
| 1Y | +23.9% | +60.2% | -36.3% | +5.9% |
| 3Y | +131.1% | +46.9% | +84.2% | +96.8% |
| 5Y | +71.1% | +158.7% | -87.6% | +16.7% |
| 10Y | +283.9% | +50.8% | +233.0% | +79.5% |
| All | +283.9% | +54.2% | +229.7% | +79.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling