+392.8%
IWF vs OVV
+57.6%
+335.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.6% |
| 7D | +5.3% | +6.5% | -1.3% | +4.5% |
| 30D | -8.6% | -2.7% | -5.9% | -8.4% |
| 3M | -6.5% | +3.1% | -9.7% | -7.1% |
| 6M | -5.6% | +12.8% | -18.4% | -7.5% |
| YTD | -1.5% | +68.1% | -69.7% | -8.8% |
| 1Y | -2.8% | +73.6% | -76.5% | -10.5% |
| 3Y | +67.1% | +57.6% | +9.6% | +53.7% |
| 5Y | +57.6% | +104.5% | -46.9% | +37.2% |
| All | +392.8% | +57.6% | +335.2% | +271.9% |
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