+81.1%
OVV vs ITOT
+871.0%
-789.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.3% |
| 7D | -7.3% | -0.5% | -6.7% | -7.0% |
| 30D | -3.6% | -3.4% | -0.1% | +0.3% |
| 3M | -2.6% | -3.1% | +0.4% | +0.4% |
| 6M | +7.6% | +2.2% | +5.4% | +2.2% |
| YTD | +59.6% | +11.0% | +48.6% | +33.5% |
| 1Y | +62.2% | +11.4% | +50.8% | +34.6% |
| 3Y | +49.6% | +76.4% | -26.7% | -33.4% |
| 5Y | +98.9% | +65.1% | +33.8% | -2.6% |
| 10Y | +45.1% | +287.4% | -242.2% | -68.5% |
| All | +81.1% | +871.0% | -789.9% | -86.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling