+62.2%
OVV vs IT
-18.2%
+80.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.8% |
| 7D | -7.3% | -7.5% | +0.2% | -7.1% |
| 30D | -3.6% | -1.2% | -2.4% | -3.5% |
| 3M | -2.6% | -2.2% | -0.4% | -2.6% |
| 6M | +7.6% | +19.1% | -11.5% | +7.8% |
| YTD | +59.6% | -25.1% | +84.7% | +51.8% |
| 1Y | +62.2% | -17.4% | +79.6% | +54.2% |
| All | +62.2% | -18.2% | +80.4% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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