+1,285.9%
IGV vs OVV
+146.7%
+1,139.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -5.2% | -16.7% | +11.5% | -2.3% |
| 30D | -10.0% | -1.5% | -8.5% | -9.9% |
| 3M | -0.5% | +1.6% | -2.1% | -1.1% |
| 6M | +12.6% | +2.0% | +10.6% | +11.5% |
| YTD | -6.4% | +56.8% | -63.2% | -14.3% |
| 1Y | -9.5% | +64.8% | -74.4% | -18.0% |
| 3Y | +41.7% | +38.3% | +3.4% | +29.9% |
| 5Y | +12.7% | +84.9% | -72.2% | -5.2% |
| 10Y | +354.1% | +54.5% | +299.5% | +212.3% |
| All | +1,285.9% | +146.7% | +1,139.2% | +569.9% |
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 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