+12.2%
IOT vs OVV
+61.5%
-49.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.5% | +3.6% |
| 7D | -2.3% | +0.3% | -2.6% | -2.3% |
| 30D | +3.8% | +11.7% | -7.9% | +4.5% |
| 3M | +14.2% | +9.8% | +4.4% | +15.0% |
| 6M | +40.1% | +26.6% | +13.6% | +41.7% |
| YTD | +13.4% | +67.0% | -53.6% | +17.0% |
| 1Y | +12.2% | +55.9% | -43.8% | +9.9% |
| All | +12.2% | +61.5% | -49.4% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling