+354.8%
IGV vs OVV
+48.9%
+305.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -0.4% | -10.7% | +10.3% | +0.9% |
| 30D | -9.9% | -5.3% | -4.7% | -9.5% |
| 3M | -1.2% | +2.4% | -3.6% | -1.7% |
| 6M | +11.3% | +5.7% | +5.7% | +10.1% |
| YTD | -4.0% | +56.8% | -60.7% | -10.0% |
| 1Y | -7.3% | +59.3% | -66.6% | -13.4% |
| 3Y | +42.8% | +49.0% | -6.2% | +32.7% |
| 5Y | +13.7% | +88.1% | -74.5% | +0.8% |
| 10Y | +354.8% | +42.5% | +312.2% | +255.1% |
| All | +354.8% | +48.9% | +305.9% | +255.1% |
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