+57.2%
OVV vs IT
-53.6%
+110.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.4% | +2.3% |
| 7D | +6.5% | -3.7% | +10.2% | +6.9% |
| 30D | -2.7% | -3.1% | +0.5% | -2.6% |
| 3M | +3.1% | +6.3% | -3.2% | +2.2% |
| 6M | +12.8% | +24.8% | -12.0% | +9.8% |
| YTD | +68.1% | -24.4% | +92.5% | +73.3% |
| 1Y | +73.6% | -17.1% | +90.7% | +75.9% |
| All | +57.2% | -53.6% | +110.8% | +94.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling