-19.2%
OVV vs VEU
+176.7%
-196.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +1.9% |
| 7D | +1.2% | -0.5% | +1.8% | +1.7% |
| 30D | -2.5% | -1.0% | -1.5% | -1.9% |
| 3M | +0.5% | -3.6% | +4.1% | +3.8% |
| 6M | +8.5% | -1.2% | +9.6% | +6.9% |
| YTD | +64.5% | +12.0% | +52.5% | +35.0% |
| 1Y | +64.7% | +13.9% | +50.8% | +32.1% |
| 3Y | +54.1% | +71.3% | -17.1% | -26.0% |
| 5Y | +95.4% | +50.3% | +45.1% | +12.8% |
| 10Y | +54.9% | +150.3% | -95.4% | -33.9% |
| All | -19.2% | +176.7% | -196.0% | -69.9% |
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