+46.9%
OVV vs ITOT
+77.4%
-30.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.5% |
| 7D | -3.7% | +0.7% | -4.4% | -4.3% |
| 30D | +8.0% | -1.1% | +9.1% | +8.9% |
| 3M | +11.3% | +3.9% | +7.4% | +6.8% |
| 6M | +24.0% | +14.7% | +9.3% | +6.8% |
| YTD | +65.3% | +13.3% | +52.0% | +44.1% |
| 1Y | +60.2% | +19.1% | +41.0% | +30.9% |
| 3Y | +46.9% | +77.3% | -30.4% | -16.5% |
| All | +46.9% | +77.4% | -30.5% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling