+233.4%
IQV vs OVV
+55.1%
+178.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -2.6% | -3.8% | +1.2% | -2.1% |
| 30D | +6.2% | +1.3% | +4.9% | +6.0% |
| 3M | +38.0% | +14.3% | +23.6% | +34.9% |
| 6M | +43.9% | +21.1% | +22.8% | +39.0% |
| YTD | +14.0% | +66.0% | -52.0% | +4.9% |
| 1Y | +35.5% | +59.3% | -23.8% | +25.1% |
| 3Y | +20.3% | +47.6% | -27.2% | +10.6% |
| 5Y | -1.6% | +162.0% | -163.6% | -18.8% |
| 10Y | +233.4% | +56.5% | +176.9% | +128.0% |
| All | +233.4% | +55.1% | +178.3% | +128.0% |
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