+48.2%
OVV vs IWD
+70.7%
-22.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -0.9% |
| 7D | +0.3% | -0.3% | +0.5% | +0.6% |
| 30D | +11.7% | +0.6% | +11.1% | +10.8% |
| 3M | +9.8% | +7.2% | +2.6% | +0.1% |
| 6M | +26.6% | +16.2% | +10.4% | +2.6% |
| YTD | +67.0% | +23.3% | +43.7% | +23.6% |
| 1Y | +55.9% | +29.6% | +26.4% | +6.6% |
| All | +48.2% | +70.7% | -22.4% | -29.1% |
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