+364.8%
IGV vs OVV
+57.6%
+307.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.0% |
| 7D | +2.5% | +6.5% | -4.1% | +1.7% |
| 30D | -8.6% | -2.7% | -5.9% | -8.4% |
| 3M | -1.6% | +3.1% | -4.7% | -2.2% |
| 6M | +13.4% | +12.8% | +0.6% | +11.3% |
| YTD | -4.0% | +68.1% | -72.1% | -10.8% |
| 1Y | -7.6% | +73.6% | -81.3% | -14.7% |
| 3Y | +39.3% | +57.6% | -18.3% | +28.5% |
| 5Y | +14.5% | +104.5% | -90.0% | +0.6% |
| All | +364.8% | +57.6% | +307.1% | +260.7% |
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