+59.3%
OVV vs EMB
+1.1%
+58.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | +1.3% |
| 7D | -10.7% | +0.8% | -11.6% | -9.1% |
| 30D | -5.3% | +1.5% | -6.8% | -2.2% |
| 3M | +2.4% | -1.9% | +4.3% | -2.1% |
| 6M | +5.7% | -1.6% | +7.3% | +2.4% |
| YTD | +56.8% | 0.0% | +56.8% | +55.9% |
| All | +59.3% | +1.1% | +58.2% | +59.7% |
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