+114.3%
OVS vs VT
+137.7%
-23.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +0.2% | -1.6% | +1.8% | +2.1% |
| 30D | +1.0% | -2.5% | +3.5% | +4.0% |
| 3M | -4.9% | -1.3% | -3.6% | -3.5% |
| 6M | +2.2% | +3.1% | -0.8% | -1.6% |
| YTD | +19.1% | +10.9% | +8.2% | +5.1% |
| 1Y | +22.4% | +12.1% | +10.3% | +6.8% |
| 3Y | +64.0% | +73.9% | -9.9% | -12.9% |
| 5Y | +28.8% | +58.0% | -29.2% | -23.2% |
| All | +114.3% | +137.7% | -23.4% | -16.1% |
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