+106.0%
OVV vs FND
-63.9%
+169.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.0% |
| 7D | +8.0% | -6.8% | +14.9% | +8.9% |
| 30D | -2.0% | +8.0% | -10.0% | -3.5% |
| 3M | +5.4% | -18.9% | +24.4% | +8.0% |
| 6M | +14.3% | +4.7% | +9.6% | +10.6% |
| YTD | +69.4% | -21.6% | +91.0% | +71.5% |
| 1Y | +72.4% | -22.0% | +94.4% | +74.4% |
| 3Y | +58.4% | -40.4% | +98.8% | +62.6% |
| All | +106.0% | -63.9% | +169.9% | +129.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling