+109.2%
OVLY vs VT
+58.5%
+50.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | +1.0% | +2.9% | -1.9% | -0.6% |
| 30D | +1.8% | -2.5% | +4.3% | +3.1% |
| 3M | +2.6% | -3.3% | +5.9% | +4.4% |
| 6M | +5.9% | +1.5% | +4.4% | +4.6% |
| YTD | +17.7% | +11.4% | +6.3% | +10.1% |
| 1Y | +23.4% | +11.9% | +11.5% | +15.1% |
| 3Y | +45.7% | +73.9% | -28.2% | +11.8% |
| 5Y | +109.2% | +57.9% | +51.3% | +69.9% |
| All | +109.2% | +58.5% | +50.7% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling