+56.7%
OVV vs VLTO
+57.1%
-0.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.6% | +2.9% |
| 7D | +1.2% | +1.5% | -0.3% | +0.9% |
| 30D | -2.5% | +20.9% | -23.5% | -6.5% |
| 3M | +0.5% | +21.4% | -20.9% | -3.8% |
| 6M | +8.5% | +37.6% | -29.1% | +0.2% |
| YTD | +64.5% | +19.5% | +44.9% | +58.1% |
| 1Y | +64.7% | +22.0% | +42.7% | +56.6% |
| 3Y | +54.1% | +70.7% | -16.5% | +34.9% |
| All | +56.7% | +57.1% | -0.3% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling