+922.8%
IVV vs OVV
+148.3%
+774.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.9% | -1.6% | -3.9% |
| 7D | -4.8% | -14.9% | +10.1% | -2.1% |
| 30D | -5.9% | -0.9% | -5.0% | -5.9% |
| 3M | -4.5% | +5.6% | -10.1% | -5.8% |
| 6M | +1.8% | -2.5% | +4.3% | +1.5% |
| YTD | +8.4% | +57.8% | -49.4% | -1.5% |
| 1Y | +9.4% | +70.1% | -60.7% | -2.1% |
| 3Y | +75.3% | +35.1% | +40.1% | +60.1% |
| 5Y | +67.8% | +86.1% | -18.3% | +38.4% |
| 10Y | +314.2% | +55.5% | +258.6% | +175.1% |
| All | +922.8% | +148.3% | +774.5% | +378.1% |
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