+68.2%
IVV vs OVV
+84.0%
-15.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.4% |
| 7D | -2.7% | -16.7% | +14.0% | -0.1% |
| 30D | -5.4% | -1.5% | -3.9% | -5.3% |
| 3M | -4.1% | +1.6% | -5.6% | -4.6% |
| 6M | +0.7% | +2.0% | -1.3% | -0.3% |
| YTD | +8.7% | +56.8% | -48.1% | -0.6% |
| 1Y | +11.0% | +64.8% | -53.9% | +0.3% |
| 3Y | +75.4% | +38.3% | +37.2% | +59.7% |
| All | +68.2% | +84.0% | -15.9% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling