+38.3%
OVV vs FTV
+33.2%
+5.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -16.7% | +0.2% | -16.9% | -16.9% |
| 30D | -1.5% | +15.7% | -17.2% | -8.1% |
| 3M | +1.6% | +7.5% | -6.0% | -2.2% |
| 6M | +2.0% | +8.5% | -6.4% | -3.5% |
| YTD | +56.8% | +18.8% | +38.0% | +38.0% |
| 1Y | +64.8% | +28.5% | +36.3% | +37.0% |
| 3Y | +38.3% | +34.0% | +4.3% | +5.4% |
| All | +38.3% | +33.2% | +5.1% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling