+106.0%
OVV vs VIG
+64.4%
+41.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +8.0% | +3.5% | +4.6% | +3.7% |
| 30D | -2.0% | +4.9% | -7.0% | -8.0% |
| 3M | +5.4% | +2.5% | +2.9% | +1.8% |
| 6M | +14.3% | +11.0% | +3.2% | -0.8% |
| YTD | +69.4% | +16.0% | +53.5% | +37.7% |
| 1Y | +72.4% | +17.5% | +54.8% | +37.3% |
| 3Y | +58.4% | +67.0% | -8.6% | -21.0% |
| All | +106.0% | +64.4% | +41.6% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling