+72.0%
OVV vs VICR
+76.0%
-3.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -11.1% | +5.5% | -6.2% |
| 7D | -12.1% | -26.6% | +14.5% | -13.6% |
| 30D | +2.9% | -47.9% | +50.8% | -0.7% |
| 3M | +3.7% | -29.8% | +33.5% | +2.5% |
| 6M | +0.6% | -36.6% | +37.2% | +0.6% |
| YTD | +62.5% | +45.1% | +17.3% | +72.7% |
| 1Y | +72.0% | +80.0% | -8.0% | +85.7% |
| All | +72.0% | +76.0% | -3.9% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling