+180.2%
FTI vs OVV
+48.9%
+131.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.7% |
| 7D | -4.3% | -10.7% | +6.4% | +1.2% |
| 30D | -8.0% | -5.3% | -2.7% | -5.6% |
| 3M | -8.0% | +2.4% | -10.4% | -9.5% |
| 6M | -8.7% | +5.7% | -14.3% | -11.8% |
| YTD | +43.9% | +56.8% | -12.9% | +12.8% |
| 1Y | +49.8% | +59.3% | -9.5% | +16.3% |
| 3Y | +211.7% | +49.0% | +162.7% | +146.7% |
| 5Y | +781.6% | +88.1% | +693.4% | +496.8% |
| 10Y | +180.2% | +42.5% | +137.6% | +41.7% |
| All | +180.2% | +48.9% | +131.3% | +41.7% |
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