-7.6%
OVV vs INDA
+115.1%
-122.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.3% | +0.7% | -0.4% | -0.2% |
| 30D | +11.7% | -0.8% | +12.5% | +12.3% |
| 3M | +9.8% | +3.9% | +5.9% | +6.2% |
| 6M | +26.6% | -0.7% | +27.3% | +24.8% |
| YTD | +67.0% | -7.7% | +74.7% | +73.4% |
| 1Y | +55.9% | -5.1% | +61.0% | +58.2% |
| 3Y | +45.5% | +13.6% | +31.9% | +26.6% |
| 5Y | +157.3% | +7.8% | +149.5% | +134.1% |
| 10Y | +65.0% | +84.6% | -19.6% | +9.6% |
| All | -7.6% | +115.1% | -122.7% | -42.1% |
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