+72.0%
OVV vs FND
-10.3%
+82.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +10.9% | -16.5% | -2.9% |
| 7D | -12.1% | +12.3% | -24.4% | -9.2% |
| 30D | +2.9% | +14.7% | -11.9% | +6.9% |
| 3M | +3.7% | -12.0% | +15.7% | +1.8% |
| 6M | +0.6% | +10.8% | -10.1% | +4.3% |
| YTD | +62.5% | -12.3% | +74.7% | +70.2% |
| 1Y | +72.0% | -13.4% | +85.4% | +80.7% |
| All | +72.0% | -10.3% | +82.3% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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