+64.8%
OVV vs EMB
-0.1%
+64.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -16.7% | -0.1% | -16.6% | -16.7% |
| 30D | -1.5% | +1.3% | -2.8% | +1.4% |
| 3M | +1.6% | -2.7% | +4.3% | -4.4% |
| 6M | +2.0% | -2.8% | +4.9% | -3.5% |
| YTD | +56.8% | -1.1% | +57.9% | +52.6% |
| 1Y | +64.8% | 0.0% | +64.9% | +62.6% |
| All | +64.8% | -0.1% | +64.9% | +62.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling