+72.0%
OVV vs QSR
+23.8%
+48.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.5% | -11.1% | -4.9% |
| 7D | -12.1% | +5.2% | -17.3% | -11.4% |
| 30D | +2.9% | +12.2% | -9.3% | +4.0% |
| 3M | +3.7% | +7.0% | -3.4% | +4.6% |
| 6M | +0.6% | -0.3% | +0.9% | +2.9% |
| YTD | +62.5% | +18.0% | +44.5% | +59.9% |
| 1Y | +72.0% | +22.6% | +49.4% | +71.6% |
| All | +72.0% | +23.8% | +48.2% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1y: compounded portfolio wealth divided by compounded QSR 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…
1y analysis · Full analysis span regression · 6 months rolling