+83.5%
OVV vs INDA
+8.0%
+75.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.4% |
| 7D | -16.7% | +6.6% | -23.3% | -19.1% |
| 30D | -1.5% | +10.4% | -11.9% | -6.0% |
| 3M | +1.6% | +1.5% | 0.0% | +0.7% |
| 6M | +2.0% | +1.7% | +0.3% | +0.8% |
| YTD | +56.8% | -5.8% | +62.7% | +62.4% |
| 1Y | +64.8% | -5.1% | +69.9% | +69.5% |
| 3Y | +38.3% | +16.0% | +22.3% | +15.8% |
| All | +83.5% | +8.0% | +75.5% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling