+54.8%
OVV vs FTV
+109.0%
-54.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.3% |
| 7D | +6.5% | +3.7% | +2.8% | +3.5% |
| 30D | -2.7% | +16.8% | -19.5% | -14.4% |
| 3M | +3.1% | +10.4% | -7.2% | -5.5% |
| 6M | +12.8% | +12.8% | 0.0% | -0.4% |
| YTD | +68.1% | +23.3% | +44.8% | +34.4% |
| 1Y | +73.6% | +31.0% | +42.7% | +31.4% |
| 3Y | +57.6% | +38.6% | +19.0% | +10.3% |
| 5Y | +104.5% | +17.6% | +87.0% | +60.7% |
| All | +54.8% | +109.0% | -54.2% | -11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling