+38.3%
OVV vs QID
-70.5%
+108.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -1.2% |
| 7D | -16.7% | +9.4% | -26.1% | -14.9% |
| 30D | -1.5% | +31.2% | -32.7% | +4.7% |
| 3M | +1.6% | +17.4% | -15.9% | +5.3% |
| 6M | +2.0% | +8.4% | -6.4% | +3.9% |
| YTD | +56.8% | -15.8% | +72.6% | +48.1% |
| 1Y | +64.8% | -16.3% | +81.2% | +55.5% |
| 3Y | +38.3% | -70.4% | +108.7% | +0.5% |
| All | +38.3% | -70.5% | +108.8% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling