-13.3%
OVV vs INDA
+121.6%
-134.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.8% |
| 7D | -10.7% | +6.1% | -16.9% | -14.6% |
| 30D | -5.3% | +11.7% | -17.0% | -12.8% |
| 3M | +2.4% | +2.1% | +0.3% | +0.3% |
| 6M | +5.7% | +3.2% | +2.5% | +1.9% |
| YTD | +56.8% | -4.9% | +61.6% | +58.4% |
| 1Y | +59.3% | -4.4% | +63.6% | +60.1% |
| 3Y | +49.0% | +17.6% | +31.4% | +25.9% |
| 5Y | +88.1% | +9.9% | +78.3% | +67.8% |
| 10Y | +42.5% | +102.7% | -60.1% | -10.9% |
| All | -13.3% | +121.6% | -134.9% | -47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling