+48.2%
OVV vs EMB
+28.9%
+19.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -16.7% | -0.1% | -16.6% | -16.6% |
| 30D | -1.5% | +1.3% | -2.8% | -4.0% |
| 3M | +1.6% | -2.2% | +3.8% | +5.4% |
| 6M | +2.0% | -2.3% | +4.4% | +5.4% |
| YTD | +56.8% | -0.6% | +57.4% | +55.0% |
| 1Y | +64.8% | +0.5% | +64.4% | +59.1% |
| 3Y | +38.3% | +29.4% | +8.8% | -19.8% |
| 5Y | +84.9% | +6.5% | +78.4% | +71.9% |
| All | +48.2% | +28.9% | +19.3% | +101.4% |
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