+45.1%
OVV vs EMB
+31.5%
+13.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.9% |
| 7D | -7.3% | +0.5% | -7.8% | -8.3% |
| 30D | -3.6% | +0.9% | -4.5% | -5.4% |
| 3M | -2.6% | -2.1% | -0.5% | +0.8% |
| 6M | +7.6% | -2.2% | +9.8% | +10.8% |
| YTD | +59.6% | -0.6% | +60.2% | +57.5% |
| 1Y | +62.2% | +0.2% | +62.0% | +57.2% |
| 3Y | +49.6% | +29.5% | +20.1% | -14.4% |
| 5Y | +98.9% | +8.0% | +90.9% | +77.9% |
| 10Y | +45.1% | +35.3% | +9.8% | +84.5% |
| All | +45.1% | +31.5% | +13.6% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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