+89.5%
OVV vs ITOT
+896.7%
-807.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.3% |
| 7D | +0.3% | +0.1% | +0.2% | +0.1% |
| 30D | +11.7% | 0.0% | +11.7% | +11.5% |
| 3M | +9.8% | +2.0% | +7.8% | +5.8% |
| 6M | +26.6% | +13.0% | +13.5% | +4.5% |
| YTD | +67.0% | +14.0% | +53.1% | +36.1% |
| 1Y | +55.9% | +19.9% | +36.0% | +18.0% |
| 3Y | +45.5% | +75.8% | -30.3% | -34.5% |
| 5Y | +157.3% | +73.8% | +83.5% | +18.6% |
| 10Y | +65.0% | +295.9% | -230.9% | -64.9% |
| All | +89.5% | +896.7% | -807.2% | -85.8% |
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