-18.0%
OVV vs VEU
+192.1%
-210.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -2.4% |
| 7D | +0.3% | +1.1% | -0.9% | -1.2% |
| 30D | +11.7% | +2.2% | +9.6% | +8.6% |
| 3M | +9.8% | +3.0% | +6.8% | +4.5% |
| 6M | +26.6% | +10.9% | +15.7% | +6.8% |
| YTD | +67.0% | +18.2% | +48.8% | +29.8% |
| 1Y | +55.9% | +28.3% | +27.6% | +9.0% |
| 3Y | +45.5% | +74.6% | -29.1% | -31.1% |
| 5Y | +157.3% | +56.4% | +101.0% | +43.4% |
| 10Y | +65.0% | +153.0% | -88.0% | -30.2% |
| All | -18.0% | +192.1% | -210.1% | -71.1% |
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