+56.0%
OVV vs INDA
+115.4%
-59.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +8.0% | +1.1% | +6.9% | +7.1% |
| 30D | -2.0% | +9.4% | -11.4% | -9.3% |
| 3M | +5.4% | +2.9% | +2.5% | +2.3% |
| 6M | +14.3% | +7.2% | +7.0% | +6.3% |
| YTD | +69.4% | -4.8% | +74.2% | +71.6% |
| 1Y | +72.4% | -5.1% | +77.4% | +74.8% |
| 3Y | +58.4% | +16.7% | +41.7% | +30.1% |
| 5Y | +106.1% | +8.8% | +97.3% | +80.5% |
| All | +56.0% | +115.4% | -59.4% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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