+54.8%
OVV vs VLTO
+54.7%
+0.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.7% |
| 7D | -12.1% | +13.8% | -25.9% | -14.6% |
| 30D | +2.9% | +21.2% | -18.3% | -1.4% |
| 3M | +3.7% | +21.5% | -17.8% | -0.8% |
| 6M | +0.6% | +33.0% | -32.4% | -6.2% |
| YTD | +62.5% | +17.8% | +44.7% | +56.6% |
| 1Y | +72.0% | +18.1% | +53.9% | +65.2% |
| 3Y | +39.1% | +67.6% | -28.5% | +22.5% |
| All | +54.8% | +54.7% | +0.1% | +35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling