+551.9%
IQV vs OVV
-6.0%
+558.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.3% | -0.6% |
| 7D | +4.1% | +1.2% | +2.8% | +3.9% |
| 30D | +4.7% | -2.5% | +7.2% | +4.9% |
| 3M | +12.6% | +0.5% | +12.1% | +12.3% |
| 6M | +58.2% | +8.5% | +49.7% | +55.8% |
| YTD | +21.8% | +64.5% | -42.7% | +13.4% |
| 1Y | +25.6% | +64.7% | -39.1% | +16.8% |
| 3Y | +40.1% | +54.1% | -14.1% | +29.6% |
| 5Y | +8.7% | +95.4% | -86.7% | -4.3% |
| 10Y | +255.9% | +54.9% | +201.0% | +154.9% |
| All | +551.9% | -6.0% | +558.0% | +369.1% |
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