+17.2%
OVM vs VT
+137.7%
-120.5%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -0.4% | -1.6% | +1.2% | -0.2% |
| 30D | +2.7% | -2.5% | +5.2% | +3.1% |
| 3M | -1.0% | -1.3% | +0.3% | -0.8% |
| 6M | -1.5% | +3.1% | -4.5% | -2.0% |
| YTD | +1.5% | +10.9% | -9.5% | -0.3% |
| 1Y | +2.2% | +12.1% | -9.8% | +0.3% |
| 3Y | +17.6% | +73.9% | -56.3% | +7.4% |
| 5Y | +4.9% | +58.0% | -53.1% | -3.3% |
| All | +17.2% | +137.7% | -120.5% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling