+158.3%
OVV vs QS
-75.2%
+233.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.8% |
| 7D | +0.3% | -2.3% | +2.6% | +0.5% |
| 30D | +11.7% | -0.7% | +12.5% | +11.7% |
| 3M | +9.8% | -39.6% | +49.4% | +14.5% |
| 6M | +26.6% | -21.7% | +48.3% | +27.5% |
| YTD | +67.0% | -47.4% | +114.4% | +75.1% |
| 1Y | +55.9% | -28.4% | +84.3% | +54.1% |
| 3Y | +45.5% | -22.6% | +68.1% | +30.0% |
| All | +158.3% | -75.2% | +233.6% | +158.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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