+1,365.6%
IGV vs OVV
+162.8%
+1,202.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.9% |
| 7D | -4.5% | +0.3% | -4.8% | -4.6% |
| 30D | +3.2% | +11.7% | -8.5% | +1.2% |
| 3M | +4.5% | +9.8% | -5.3% | +2.5% |
| 6M | +22.1% | +26.6% | -4.4% | +16.6% |
| YTD | -1.0% | +67.0% | -68.1% | -10.1% |
| 1Y | -2.1% | +55.9% | -58.0% | -10.4% |
| 3Y | +44.6% | +45.5% | -0.9% | +31.4% |
| 5Y | +22.2% | +157.3% | -135.2% | -2.8% |
| 10Y | +364.7% | +65.0% | +299.7% | +215.0% |
| All | +1,365.6% | +162.8% | +1,202.8% | +602.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling