+98.9%
OVV vs IWD
+73.2%
+25.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -7.3% | +1.6% | -8.8% | -9.7% |
| 30D | -3.6% | +3.6% | -7.2% | -8.9% |
| 3M | -2.6% | +2.0% | -4.7% | -6.1% |
| 6M | +7.6% | +13.1% | -5.5% | -11.8% |
| YTD | +59.6% | +26.2% | +33.4% | +8.6% |
| 1Y | +62.2% | +29.6% | +32.6% | +5.5% |
| 3Y | +49.6% | +84.3% | -34.7% | -45.1% |
| 5Y | +98.9% | +73.4% | +25.5% | -14.8% |
| All | +98.9% | +73.2% | +25.7% | -14.8% |
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