+171.6%
OVV vs IWD
+691.3%
-519.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.7% |
| 3M | +9.8% | +7.2% | +2.6% | -0.4% |
| 6M | +26.6% | +16.2% | +10.4% | +2.1% |
| YTD | +67.0% | +23.3% | +43.7% | +24.5% |
| 1Y | +55.9% | +29.6% | +26.4% | +8.8% |
| 3Y | +45.5% | +70.5% | -25.0% | -27.5% |
| 5Y | +157.3% | +73.5% | +83.9% | +30.7% |
| 10Y | +65.0% | +198.3% | -133.3% | -38.0% |
| All | +171.6% | +691.3% | -519.7% | -53.0% |
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