+99.6%
FTI vs OVV
+57.1%
+42.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | -0.2% | -3.7% | +3.5% | +1.4% |
| 30D | +12.3% | +8.0% | +4.4% | +8.7% |
| 3M | +13.8% | +11.3% | +2.5% | +8.3% |
| 6M | +24.3% | +24.0% | +0.3% | +13.1% |
| YTD | +75.8% | +65.3% | +10.4% | +40.6% |
| 1Y | +99.6% | +60.2% | +39.5% | +60.0% |
| All | +99.6% | +57.1% | +42.5% | +60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling