+50.4%
OVV vs FTV
+107.0%
-56.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.1% |
| 7D | -7.3% | +1.4% | -8.6% | -8.4% |
| 30D | -3.6% | +18.3% | -21.9% | -16.0% |
| 3M | -2.6% | +9.8% | -12.5% | -10.5% |
| 6M | +7.6% | +12.3% | -4.8% | -4.7% |
| YTD | +59.6% | +23.1% | +36.5% | +27.7% |
| 1Y | +62.2% | +32.5% | +29.7% | +21.5% |
| 3Y | +49.6% | +38.3% | +11.3% | +4.9% |
| 5Y | +98.9% | +16.8% | +82.1% | +57.0% |
| All | +50.4% | +107.0% | -56.6% | -14.5% |
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