+64.7%
OVV vs IWD
+30.1%
+34.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.4% | +2.6% | +3.1% |
| 7D | +1.2% | -0.6% | +1.8% | +1.1% |
| 30D | -2.5% | +3.6% | -6.1% | -1.6% |
| 3M | +0.5% | +2.7% | -2.2% | +1.2% |
| 6M | +8.5% | +13.2% | -4.7% | +11.3% |
| YTD | +64.5% | +26.8% | +37.7% | +66.2% |
| 1Y | +64.7% | +29.3% | +35.4% | +64.6% |
| All | +64.7% | +30.1% | +34.6% | +64.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling