+98.9%
OVV vs QSR
+58.9%
+40.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -7.3% | +4.5% | -11.7% | -8.3% |
| 30D | -3.6% | +9.4% | -13.0% | -5.9% |
| 3M | -2.6% | +7.5% | -10.1% | -4.8% |
| 6M | +7.6% | -0.8% | +8.4% | +7.3% |
| YTD | +59.6% | +16.9% | +42.7% | +50.2% |
| 1Y | +62.2% | +16.3% | +45.9% | +52.8% |
| 3Y | +49.6% | +25.3% | +24.3% | +34.4% |
| 5Y | +98.9% | +60.4% | +38.6% | +52.4% |
| All | +98.9% | +58.9% | +40.1% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling