+56.5%
OVV vs VEU
+150.1%
-93.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +1.6% |
| 7D | -3.8% | +0.3% | -4.1% | -4.3% |
| 30D | +1.3% | +0.7% | +0.6% | 0.0% |
| 3M | +14.3% | +4.7% | +9.7% | +4.4% |
| 6M | +21.1% | +11.6% | +9.5% | -4.3% |
| YTD | +66.0% | +16.8% | +49.2% | +20.5% |
| 1Y | +59.3% | +24.9% | +34.4% | +2.6% |
| 3Y | +47.6% | +75.7% | -28.2% | -49.2% |
| 5Y | +162.0% | +56.1% | +105.8% | +14.5% |
| 10Y | +56.5% | +153.6% | -97.1% | -54.3% |
| All | +56.5% | +150.1% | -93.6% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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