+313.4%
IVV vs OVV
+51.8%
+261.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.0% | -1.7% | +0.9% |
| 7D | -0.9% | +1.2% | -2.1% | -1.1% |
| 30D | -2.3% | -2.5% | +0.2% | -2.1% |
| 3M | -1.2% | +0.5% | -1.6% | -1.5% |
| 6M | +3.3% | +8.5% | -5.2% | +1.6% |
| YTD | +12.3% | +64.5% | -52.1% | +3.7% |
| 1Y | +12.5% | +64.7% | -52.2% | +3.7% |
| 3Y | +79.2% | +54.1% | +25.0% | +64.1% |
| 5Y | +75.6% | +95.4% | -19.8% | +51.4% |
| 10Y | +313.4% | +54.9% | +258.4% | +197.5% |
| All | +313.4% | +51.8% | +261.5% | +197.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling