+10.6%
IBKR vs OVV
+75.2%
-64.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.6% | +6.2% | -0.1% |
| 7D | -6.8% | -12.1% | +5.3% | -8.0% |
| 30D | -12.5% | +2.9% | -15.4% | -12.2% |
| 3M | -12.0% | +3.7% | -15.7% | -11.6% |
| 6M | -4.5% | +0.6% | -5.1% | -4.2% |
| YTD | +21.5% | +62.5% | -41.0% | +18.5% |
| 1Y | +10.6% | +72.0% | -61.4% | +7.2% |
| All | +10.6% | +75.2% | -64.5% | +7.2% |
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