-23.0%
OVV vs VEU
+176.1%
-199.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -3.4% |
| 7D | -10.7% | +0.8% | -11.5% | -11.8% |
| 30D | -5.3% | -1.6% | -3.7% | -4.0% |
| 3M | +2.4% | -4.2% | +6.6% | +6.5% |
| 6M | +5.7% | -1.5% | +7.1% | +4.5% |
| YTD | +56.8% | +11.7% | +45.1% | +29.1% |
| 1Y | +59.3% | +15.6% | +43.7% | +25.4% |
| 3Y | +49.0% | +71.7% | -22.8% | -28.7% |
| 5Y | +88.1% | +49.5% | +38.6% | +9.4% |
| 10Y | +42.5% | +145.6% | -103.1% | -37.9% |
| All | -23.0% | +176.1% | -199.1% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling