+49.5%
OVV vs FND
+58.4%
-8.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | +0.2% |
| 7D | -3.7% | +0.4% | -4.1% | -3.9% |
| 30D | +8.0% | -23.6% | +31.5% | +15.2% |
| 3M | +11.3% | +4.3% | +6.9% | +7.4% |
| 6M | +24.0% | -20.3% | +44.3% | +27.1% |
| YTD | +65.3% | -21.3% | +86.6% | +68.9% |
| 1Y | +60.2% | -45.4% | +105.5% | +81.3% |
| 3Y | +46.9% | -48.9% | +95.8% | +61.0% |
| 5Y | +158.7% | -61.0% | +219.8% | +189.7% |
| All | +49.5% | +58.4% | -8.9% | +18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling