+627.8%
OKTA vs OVV
+33.7%
+594.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.9% |
| 7D | +0.4% | -2.9% | +3.3% | +0.7% |
| 30D | +13.8% | +0.9% | +13.0% | +13.7% |
| 3M | +48.9% | +11.0% | +37.9% | +46.9% |
| 6M | +114.9% | +22.3% | +92.6% | +109.6% |
| YTD | +97.9% | +65.1% | +32.8% | +86.6% |
| 1Y | +89.7% | +53.1% | +36.6% | +79.9% |
| 3Y | +95.8% | +46.7% | +49.1% | +84.4% |
| 5Y | -32.6% | +155.5% | -188.1% | -39.7% |
| All | +627.8% | +33.7% | +594.1% | +579.4% |
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 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