+252.6%
IQV vs OVV
+57.6%
+195.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.5% | -1.6% |
| 7D | +2.4% | +6.5% | -4.2% | +1.4% |
| 30D | +4.0% | -2.7% | +6.7% | +4.3% |
| 3M | +12.2% | +3.1% | +9.0% | +11.4% |
| 6M | +54.9% | +12.8% | +42.1% | +51.3% |
| YTD | +20.3% | +68.1% | -47.9% | +10.1% |
| 1Y | +22.7% | +73.6% | -50.9% | +11.7% |
| 3Y | +38.3% | +57.6% | -19.3% | +25.7% |
| 5Y | +6.5% | +104.5% | -98.1% | -9.2% |
| All | +252.6% | +57.6% | +195.0% | +151.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling