+38.3%
OVV vs ROIV
+314.9%
-276.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -1.3% |
| 7D | -16.7% | +5.3% | -22.0% | -17.1% |
| 30D | -1.5% | +11.9% | -13.4% | -2.8% |
| 3M | +1.6% | +10.7% | -9.1% | -0.1% |
| 6M | +2.0% | +34.9% | -32.9% | -3.4% |
| YTD | +56.8% | +79.2% | -22.4% | +37.8% |
| 1Y | +64.8% | +89.0% | -24.2% | +42.3% |
| 3Y | +38.3% | +337.3% | -299.1% | -8.1% |
| All | +38.3% | +314.9% | -276.7% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling