+118.3%
OVS vs VT
+141.8%
-23.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | -0.2% |
| 7D | +1.9% | -0.3% | +2.2% | +2.3% |
| 30D | +2.4% | -1.4% | +3.8% | +4.1% |
| 3M | -5.1% | -1.4% | -3.7% | -3.5% |
| 6M | +5.2% | +5.5% | -0.2% | -1.4% |
| YTD | +21.3% | +12.8% | +8.5% | +5.0% |
| 1Y | +26.4% | +15.4% | +10.9% | +6.6% |
| 3Y | +67.0% | +76.9% | -9.9% | -13.0% |
| 5Y | +31.4% | +60.4% | -29.0% | -23.1% |
| All | +118.3% | +141.8% | -23.5% | -16.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling