+990.2%
IBKR vs OVV
+56.5%
+933.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.3% |
| 7D | -1.3% | -1.7% | +0.3% | -1.1% |
| 30D | -0.2% | +0.8% | -1.0% | -0.4% |
| 3M | +3.0% | +13.3% | -10.3% | +0.4% |
| 6M | +33.9% | +16.9% | +16.9% | +29.1% |
| YTD | +42.5% | +64.3% | -21.8% | +29.1% |
| 1Y | +44.9% | +54.2% | -9.3% | +32.3% |
| 3Y | +293.0% | +51.3% | +241.7% | +255.3% |
| 5Y | +497.7% | +154.3% | +343.4% | +380.4% |
| All | +990.2% | +56.5% | +933.7% | +656.9% |
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