+59.3%
OVV vs INDA
-4.7%
+64.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | +0.7% |
| 7D | -10.7% | +6.1% | -16.9% | -6.5% |
| 30D | -5.3% | +11.7% | -17.0% | +2.9% |
| 3M | +2.4% | +2.1% | +0.3% | +4.5% |
| 6M | +5.7% | +3.2% | +2.5% | +9.3% |
| YTD | +56.8% | -4.9% | +61.6% | +65.5% |
| All | +59.3% | -4.7% | +64.0% | +68.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling