-1.8%
IWF vs OVV
+75.5%
-77.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.0% |
| 7D | +2.8% | +8.0% | -5.2% | +3.6% |
| 30D | -7.5% | -2.0% | -5.5% | -7.7% |
| 3M | -8.5% | +5.4% | -13.9% | -7.7% |
| 6M | -7.4% | +14.3% | -21.7% | -5.3% |
| YTD | -2.6% | +69.4% | -72.1% | +0.4% |
| 1Y | -1.8% | +72.4% | -74.2% | +1.4% |
| All | -1.8% | +75.5% | -77.3% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling