+357.9%
IGV vs OVV
+54.2%
+303.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.7% |
| 7D | -3.3% | -3.7% | +0.4% | -2.9% |
| 30D | 0.0% | +8.0% | -8.0% | -1.0% |
| 3M | +7.3% | +11.3% | -3.9% | +5.7% |
| 6M | +16.7% | +24.0% | -7.3% | +13.1% |
| YTD | -2.8% | +65.3% | -68.2% | -9.4% |
| 1Y | -6.7% | +60.2% | -66.8% | -12.8% |
| 3Y | +41.1% | +46.9% | -5.8% | +31.4% |
| 5Y | +22.0% | +158.7% | -136.7% | +4.7% |
| 10Y | +357.9% | +50.8% | +307.1% | +247.1% |
| All | +357.9% | +54.2% | +303.7% | +247.1% |
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