+50.8%
OVV vs QID
-99.1%
+150.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -0.9% |
| 7D | -3.7% | -2.7% | -1.0% | -4.9% |
| 30D | +8.0% | +1.8% | +6.2% | +8.8% |
| 3M | +11.3% | -2.2% | +13.4% | +10.4% |
| 6M | +24.0% | -32.1% | +56.1% | +4.1% |
| YTD | +65.3% | -28.6% | +93.9% | +42.5% |
| 1Y | +60.2% | -36.3% | +96.5% | +31.4% |
| 3Y | +46.9% | -74.4% | +121.3% | -13.8% |
| 5Y | +158.7% | -80.8% | +239.5% | +57.4% |
| 10Y | +50.8% | -99.1% | +150.0% | -66.8% |
| All | +50.8% | -99.1% | +150.0% | -66.8% |
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