+72.4%
OVV vs FFIV
+28.7%
+43.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.4% | +1.0% |
| 7D | +8.0% | -0.5% | +8.6% | +8.1% |
| 30D | -2.0% | -32.4% | +30.4% | -0.2% |
| 3M | +5.4% | -25.7% | +31.1% | +6.5% |
| 6M | +14.3% | -13.5% | +27.8% | +13.0% |
| YTD | +69.4% | +21.1% | +48.3% | +66.1% |
| 1Y | +72.4% | +29.4% | +43.0% | +71.6% |
| All | +72.4% | +28.7% | +43.7% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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