+158.3%
OVV vs QID
-80.8%
+239.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.8% |
| 7D | +0.3% | -0.6% | +0.9% | +0.1% |
| 30D | +11.7% | 0.0% | +11.7% | +11.7% |
| 3M | +9.8% | +3.7% | +6.1% | +11.7% |
| 6M | +26.6% | -29.9% | +56.4% | +13.3% |
| YTD | +67.0% | -28.8% | +95.8% | +50.6% |
| 1Y | +55.9% | -37.2% | +93.1% | +35.0% |
| 3Y | +45.5% | -73.7% | +119.2% | +0.5% |
| All | +158.3% | -80.8% | +239.1% | +88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling