+18.4%
IWM vs OVV
+75.5%
-57.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | +1.4% | +8.0% | -6.6% | +1.9% |
| 30D | +2.3% | -2.0% | +4.3% | +2.2% |
| 3M | -8.3% | +5.4% | -13.7% | -8.0% |
| 6M | -1.3% | +14.3% | -15.6% | -0.4% |
| YTD | +13.5% | +69.4% | -55.9% | +9.9% |
| 1Y | +18.4% | +72.4% | -54.0% | +14.6% |
| All | +18.4% | +75.5% | -57.1% | +14.6% |
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 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