+1,421.8%
IBKR vs OVV
-30.8%
+1,452.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.6% |
| 7D | +0.6% | -3.7% | +4.4% | +1.4% |
| 30D | +3.7% | +8.0% | -4.3% | +1.9% |
| 3M | +4.2% | +11.3% | -7.0% | +1.5% |
| 6M | +36.6% | +24.0% | +12.6% | +29.2% |
| YTD | +41.9% | +65.3% | -23.4% | +26.1% |
| 1Y | +49.5% | +60.2% | -10.7% | +33.3% |
| 3Y | +291.3% | +46.9% | +244.4% | +249.4% |
| 5Y | +492.7% | +158.7% | +334.0% | +349.6% |
| 10Y | +994.0% | +50.8% | +943.1% | +614.5% |
| All | +1,421.8% | -30.8% | +1,452.6% | +925.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling