+38.8%
IGV vs OVV
+58.8%
-20.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.0% | -0.4% |
| 7D | +2.3% | +8.0% | -5.7% | +1.1% |
| 30D | -6.0% | -2.0% | -4.0% | -5.8% |
| 3M | -4.8% | +5.4% | -10.2% | -5.8% |
| 6M | +14.2% | +14.3% | 0.0% | +11.1% |
| YTD | -4.2% | +69.4% | -73.7% | -14.8% |
| 1Y | -5.3% | +72.4% | -77.6% | -16.2% |
| 3Y | +38.8% | +58.4% | -19.6% | +24.3% |
| All | +38.8% | +58.8% | -20.0% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling