+392.0%
OVV vs ROIV
+232.7%
+159.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.3% | -1.8% |
| 7D | +0.3% | +0.6% | -0.4% | +0.2% |
| 30D | +11.7% | +1.0% | +10.8% | +11.6% |
| 3M | +9.8% | +18.3% | -8.5% | +8.4% |
| 6M | +26.6% | +18.3% | +8.2% | +24.7% |
| YTD | +67.0% | +61.0% | +6.1% | +60.3% |
| 1Y | +55.9% | +177.9% | -122.0% | +43.2% |
| 3Y | +45.5% | +199.1% | -153.6% | +31.8% |
| 5Y | +157.3% | +250.7% | -93.4% | +101.7% |
| All | +392.0% | +232.7% | +159.3% | +275.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling