+256.7%
IQV vs OVV
+47.4%
+209.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.6% |
| 7D | +4.8% | -7.3% | +12.1% | +5.9% |
| 30D | +5.9% | -3.6% | +9.4% | +6.3% |
| 3M | +13.7% | -2.6% | +16.3% | +13.9% |
| 6M | +54.0% | +7.6% | +46.4% | +51.4% |
| YTD | +22.1% | +59.6% | -37.5% | +12.6% |
| 1Y | +29.1% | +62.2% | -33.1% | +18.7% |
| 3Y | +40.4% | +49.6% | -9.2% | +28.6% |
| 5Y | +9.1% | +98.9% | -89.8% | -6.6% |
| All | +256.7% | +47.4% | +209.4% | +158.5% |
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