+83.5%
OVV vs IWD
+68.9%
+14.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.1% |
| 7D | -16.7% | -0.5% | -16.2% | -16.4% |
| 30D | -1.5% | +2.7% | -4.2% | -5.7% |
| 3M | +1.6% | +0.9% | +0.7% | -0.4% |
| 6M | +2.0% | +10.5% | -8.5% | -13.5% |
| YTD | +56.8% | +23.7% | +33.1% | +9.8% |
| 1Y | +64.8% | +28.7% | +36.1% | +8.0% |
| 3Y | +38.3% | +79.7% | -41.4% | -47.3% |
| All | +83.5% | +68.9% | +14.6% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling