+72.4%
OVV vs ITOT
+12.1%
+60.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.6% |
| 7D | +8.0% | +2.5% | +5.6% | +9.2% |
| 30D | -2.0% | -1.7% | -0.3% | -2.7% |
| 3M | +5.4% | -3.4% | +8.8% | +3.8% |
| 6M | +14.3% | +2.1% | +12.2% | +16.4% |
| YTD | +69.4% | +11.5% | +57.9% | +80.6% |
| 1Y | +72.4% | +13.6% | +58.7% | +81.9% |
| All | +72.4% | +12.1% | +60.2% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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