+312.5%
FTI vs OVV
+54.5%
+258.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.6% |
| 7D | -0.2% | -3.7% | +3.5% | +1.7% |
| 30D | +12.3% | +8.0% | +4.4% | +8.1% |
| 3M | +13.8% | +11.3% | +2.5% | +7.6% |
| 6M | +24.3% | +24.0% | +0.3% | +10.7% |
| YTD | +75.8% | +65.3% | +10.4% | +34.9% |
| 1Y | +99.6% | +60.2% | +39.5% | +54.9% |
| 3Y | +278.4% | +46.9% | +231.5% | +201.9% |
| 5Y | +1,168.7% | +158.7% | +1,010.0% | +646.0% |
| All | +312.5% | +54.5% | +258.0% | +101.3% |
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