+21.4%
IQV vs OVV
+47.2%
-25.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.0% |
| 7D | +0.3% | -3.7% | +4.1% | +0.9% |
| 30D | +8.6% | +8.0% | +0.6% | +7.2% |
| 3M | +41.1% | +11.3% | +29.8% | +38.1% |
| 6M | +48.6% | +24.0% | +24.6% | +41.3% |
| YTD | +15.0% | +65.3% | -50.3% | +2.6% |
| 1Y | +38.1% | +60.2% | -22.1% | +23.5% |
| 3Y | +21.4% | +46.9% | -25.5% | +5.2% |
| All | +21.4% | +47.2% | -25.9% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling