+79.3%
IWF vs OVV
+47.2%
+32.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | +1.5% | -3.7% | +5.2% | +2.0% |
| 30D | -1.3% | +8.0% | -9.3% | -2.3% |
| 3M | +0.1% | +11.3% | -11.1% | -1.6% |
| 6M | +10.3% | +24.0% | -13.7% | +5.7% |
| YTD | +4.2% | +65.3% | -61.2% | -5.8% |
| 1Y | +9.3% | +60.2% | -50.9% | -0.9% |
| 3Y | +79.3% | +46.9% | +32.4% | +59.1% |
| All | +79.3% | +47.2% | +32.1% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling