+27.5%
OVV vs VIK
+233.3%
-205.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -10.7% | +0.1% | -10.9% | -10.8% |
| 30D | -5.3% | +6.8% | -12.1% | -6.4% |
| 3M | +2.4% | -17.6% | +20.0% | +5.3% |
| 6M | +5.7% | +5.4% | +0.2% | +2.8% |
| YTD | +56.8% | +22.1% | +34.7% | +42.8% |
| 1Y | +59.3% | +49.3% | +10.0% | +33.1% |
| All | +27.5% | +233.3% | -205.9% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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