+54.8%
OVV vs QID
-99.1%
+153.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.5% |
| 7D | +6.5% | -11.8% | +18.3% | +1.1% |
| 30D | -2.7% | +14.2% | -16.9% | +3.6% |
| 3M | +3.1% | +8.8% | -5.6% | +7.4% |
| 6M | +12.8% | +1.5% | +11.3% | +14.4% |
| YTD | +68.1% | -23.8% | +91.9% | +49.7% |
| 1Y | +73.6% | -22.0% | +95.6% | +56.5% |
| 3Y | +57.6% | -71.9% | +129.5% | -3.7% |
| 5Y | +104.5% | -77.6% | +182.1% | +34.7% |
| All | +54.8% | -99.1% | +153.9% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling