+310.7%
FTI vs OVV
+55.1%
+255.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.7% |
| 7D | -2.3% | -3.8% | +1.5% | -0.5% |
| 30D | +5.0% | +1.3% | +3.8% | +4.3% |
| 3M | +13.8% | +14.3% | -0.5% | +6.3% |
| 6M | +22.9% | +21.1% | +1.8% | +10.7% |
| YTD | +75.0% | +66.0% | +9.0% | +34.0% |
| 1Y | +96.9% | +59.3% | +37.6% | +53.1% |
| 3Y | +276.7% | +47.6% | +229.2% | +199.9% |
| 5Y | +1,157.0% | +162.0% | +995.1% | +634.8% |
| 10Y | +310.7% | +56.5% | +254.2% | +100.0% |
| All | +310.7% | +55.1% | +255.6% | +100.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling