+70.1%
OVV vs VLTO
+17.3%
+52.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.9% |
| 7D | -14.9% | +12.0% | -26.9% | -12.9% |
| 30D | -0.9% | +20.8% | -21.8% | +2.9% |
| 3M | +5.6% | +20.1% | -14.5% | +9.5% |
| 6M | -2.5% | +32.6% | -35.1% | +3.7% |
| YTD | +57.8% | +17.3% | +40.5% | +62.5% |
| 1Y | +70.1% | +17.3% | +52.8% | +76.3% |
| All | +70.1% | +17.3% | +52.8% | +76.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling