+35.5%
IQV vs OVV
+59.6%
-24.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.8% |
| 7D | -2.6% | -3.8% | +1.2% | -2.8% |
| 30D | +6.2% | +1.3% | +4.9% | +6.3% |
| 3M | +38.0% | +14.3% | +23.6% | +38.7% |
| 6M | +43.9% | +21.1% | +22.8% | +43.4% |
| YTD | +14.0% | +66.0% | -52.0% | +12.7% |
| 1Y | +35.5% | +59.3% | -23.8% | +32.6% |
| All | +35.5% | +59.6% | -24.1% | +32.6% |
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