+384.4%
OVV vs ROIV
+298.6%
+85.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.6% | +1.4% | +2.9% |
| 7D | +1.2% | +9.5% | -8.2% | +0.7% |
| 30D | -2.5% | +21.0% | -23.5% | -3.7% |
| 3M | +0.5% | +18.7% | -18.2% | -0.8% |
| 6M | +8.5% | +44.5% | -36.0% | +5.4% |
| YTD | +64.5% | +92.9% | -28.4% | +55.8% |
| 1Y | +64.7% | +100.2% | -35.6% | +55.4% |
| 3Y | +54.1% | +375.0% | -320.9% | +36.2% |
| 5Y | +95.4% | +435.2% | -339.7% | +61.1% |
| All | +384.4% | +298.6% | +85.8% | +265.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling