+58.4%
OVV vs IBB
+129.6%
-71.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.1% |
| 7D | +0.3% | +1.4% | -1.2% | -0.7% |
| 30D | +11.7% | +10.5% | +1.2% | +3.9% |
| 3M | +9.8% | +23.6% | -13.8% | -6.3% |
| 6M | +26.6% | +22.6% | +3.9% | +7.1% |
| YTD | +67.0% | +25.7% | +41.3% | +38.2% |
| 1Y | +55.9% | +51.4% | +4.5% | +11.3% |
| 3Y | +45.5% | +64.4% | -18.9% | -4.7% |
| 5Y | +157.3% | +22.1% | +135.2% | +112.0% |
| All | +58.4% | +129.6% | -71.2% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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