+25.9%
NDAQ vs OVV
+67.1%
-41.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.2% |
| 7D | +0.8% | -16.7% | +17.5% | -1.0% |
| 30D | +16.5% | -1.5% | +18.0% | +16.2% |
| 3M | +13.5% | +1.6% | +11.9% | +13.6% |
| 6M | +20.9% | +2.0% | +18.9% | +21.3% |
| YTD | +11.4% | +56.8% | -45.4% | +16.3% |
| 1Y | +25.9% | +64.8% | -38.9% | +30.9% |
| All | +25.9% | +67.1% | -41.1% | +30.9% |
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 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