+137.9%
IEMG vs OVV
+57.3%
+80.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | -0.9% | -2.9% | +2.0% | -0.5% |
| 30D | +2.1% | +0.9% | +1.2% | +2.0% |
| 3M | +4.6% | +11.0% | -6.4% | +2.9% |
| 6M | +14.0% | +22.3% | -8.2% | +10.4% |
| YTD | +22.3% | +65.1% | -42.7% | +13.6% |
| 1Y | +30.7% | +53.1% | -22.4% | +22.3% |
| 3Y | +83.2% | +46.7% | +36.5% | +69.4% |
| 5Y | +47.0% | +155.5% | -108.5% | +22.9% |
| All | +137.9% | +57.3% | +80.6% | +74.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling