+14.8%
IGV vs OVV
+107.0%
-92.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.0% | -0.4% |
| 7D | +2.3% | +8.0% | -5.7% | +1.0% |
| 30D | -6.0% | -2.0% | -4.0% | -5.8% |
| 3M | -4.8% | +5.4% | -10.2% | -5.9% |
| 6M | +14.2% | +14.3% | 0.0% | +10.8% |
| YTD | -4.2% | +69.4% | -73.7% | -14.5% |
| 1Y | -5.3% | +72.4% | -77.6% | -15.8% |
| 3Y | +38.8% | +58.4% | -19.6% | +22.2% |
| All | +14.8% | +107.0% | -92.1% | -6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling