+106.0%
OVV vs ROIV
+380.3%
-274.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +0.9% |
| 7D | +8.0% | +1.7% | +6.4% | +7.9% |
| 30D | -2.0% | +17.6% | -19.6% | -3.4% |
| 3M | +5.4% | +9.0% | -3.5% | +4.4% |
| 6M | +14.3% | +35.3% | -21.0% | +10.7% |
| YTD | +69.4% | +82.2% | -12.7% | +58.9% |
| 1Y | +72.4% | +92.3% | -19.9% | +60.6% |
| 3Y | +58.4% | +336.8% | -278.4% | +36.0% |
| All | +106.0% | +380.3% | -274.3% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling