+380.5%
NDAQ vs OVV
+61.5%
+318.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.7% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | +2.5% | +11.7% | -9.3% | +1.5% |
| 3M | +9.9% | +9.8% | +0.1% | +8.9% |
| 6M | +9.4% | +26.6% | -17.1% | +6.8% |
| YTD | +0.4% | +67.0% | -66.6% | -4.5% |
| 1Y | +4.0% | +55.9% | -51.9% | -0.6% |
| 3Y | +94.4% | +45.5% | +48.9% | +84.9% |
| 5Y | +56.7% | +157.3% | -100.6% | +40.7% |
| All | +380.5% | +61.5% | +318.9% | +291.7% |
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