+83.5%
OVV vs EMB
+6.0%
+77.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.5% |
| 3M | +1.6% | -2.7% | +4.3% | +3.6% |
| 6M | +2.0% | -2.8% | +4.9% | +3.9% |
| YTD | +56.8% | -1.1% | +57.9% | +56.6% |
| 1Y | +64.8% | 0.0% | +64.9% | +62.7% |
| 3Y | +38.3% | +28.8% | +9.5% | +9.0% |
| All | +83.5% | +6.0% | +77.5% | +65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling