+48.2%
OVV vs IWD
+207.5%
-159.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | 0.0% |
| 7D | -16.7% | -0.5% | -16.2% | -16.4% |
| 30D | -1.5% | +2.7% | -4.2% | -6.7% |
| 3M | +1.6% | +0.9% | +0.7% | -1.0% |
| 6M | +2.0% | +10.5% | -8.5% | -16.8% |
| YTD | +56.8% | +23.7% | +33.1% | +2.0% |
| 1Y | +64.8% | +28.7% | +36.1% | -0.8% |
| 3Y | +38.3% | +79.7% | -41.4% | -55.5% |
| 5Y | +84.9% | +69.7% | +15.2% | -31.7% |
| All | +48.2% | +207.5% | -159.3% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling