+50.8%
OVV vs FTV
+77.3%
-26.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.4% |
| 7D | -3.7% | -0.4% | -3.3% | -3.5% |
| 30D | +8.0% | -8.3% | +16.3% | +15.3% |
| 3M | +11.3% | -7.4% | +18.7% | +15.9% |
| 6M | +24.0% | -1.2% | +25.2% | +20.8% |
| YTD | +65.3% | +2.7% | +62.6% | +53.7% |
| 1Y | +60.2% | +18.4% | +41.7% | +31.0% |
| 3Y | +46.9% | -2.0% | +49.0% | +37.5% |
| 5Y | +158.7% | +3.4% | +155.3% | +123.2% |
| 10Y | +50.8% | +78.5% | -27.7% | +5.6% |
| All | +50.8% | +77.3% | -26.5% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FTV 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling