+156.7%
OVV vs IWD
+696.5%
-539.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.2% | +0.5% |
| 7D | -14.9% | -0.9% | -14.0% | -14.2% |
| 30D | -0.9% | +2.6% | -3.6% | -4.6% |
| 3M | +5.6% | +1.2% | +4.3% | +3.3% |
| 6M | -2.5% | +12.1% | -14.6% | -17.2% |
| YTD | +57.8% | +24.1% | +33.7% | +16.2% |
| 1Y | +70.1% | +28.5% | +41.6% | +19.5% |
| 3Y | +35.1% | +79.5% | -44.4% | -37.4% |
| 5Y | +86.1% | +70.3% | +15.8% | -3.9% |
| 10Y | +55.5% | +212.5% | -157.0% | -44.8% |
| All | +156.7% | +696.5% | -539.8% | -56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling