+535.9%
IQV vs OVV
-4.6%
+540.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.2% |
| 7D | +2.3% | +0.3% | +2.0% | +2.3% |
| 30D | +13.4% | +11.7% | +1.7% | +11.8% |
| 3M | +43.3% | +9.8% | +33.5% | +41.2% |
| 6M | +50.5% | +26.6% | +24.0% | +45.3% |
| YTD | +18.8% | +67.0% | -48.2% | +10.6% |
| 1Y | +45.5% | +55.9% | -10.5% | +36.2% |
| 3Y | +19.4% | +45.5% | -26.1% | +11.3% |
| 5Y | +1.7% | +157.3% | -155.6% | -13.1% |
| 10Y | +247.9% | +65.0% | +182.9% | +148.6% |
| All | +535.9% | -4.6% | +540.5% | +357.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling