+36.9%
IQV vs OVV
+58.8%
-21.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.3% |
| 7D | -2.5% | +8.0% | -10.5% | -3.6% |
| 30D | +1.2% | -2.0% | +3.2% | +1.4% |
| 3M | +9.8% | +5.4% | +4.3% | +8.6% |
| 6M | +53.8% | +14.3% | +39.5% | +49.6% |
| YTD | +17.6% | +69.4% | -51.8% | +4.2% |
| 1Y | +18.6% | +72.4% | -53.8% | +4.4% |
| 3Y | +36.9% | +58.4% | -21.5% | +15.8% |
| All | +36.9% | +58.8% | -21.9% | +15.8% |
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