+38.3%
OVV vs IWD
+78.7%
-40.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.2% |
| 7D | -16.7% | -0.5% | -16.2% | -16.5% |
| 30D | -1.5% | +2.7% | -4.2% | -4.9% |
| 3M | +1.6% | +0.9% | +0.7% | 0.0% |
| 6M | +2.0% | +10.5% | -8.5% | -11.2% |
| YTD | +56.8% | +23.7% | +33.1% | +14.7% |
| 1Y | +64.8% | +28.7% | +36.1% | +13.0% |
| 3Y | +38.3% | +79.7% | -41.4% | -43.6% |
| All | +38.3% | +78.7% | -40.5% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling