+57.2%
OVV vs VMC
+35.7%
+21.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.4% |
| 7D | +6.5% | -1.7% | +8.2% | +6.7% |
| 30D | -2.7% | +15.3% | -17.9% | -4.4% |
| 3M | +3.1% | +0.3% | +2.8% | +3.0% |
| 6M | +12.8% | +0.9% | +11.9% | +11.9% |
| YTD | +68.1% | -1.0% | +69.2% | +65.8% |
| 1Y | +73.6% | -4.3% | +78.0% | +73.1% |
| All | +57.2% | +35.7% | +21.4% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 3y: compounded portfolio wealth divided by compounded VMC 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…
3y analysis · Full analysis span regression · 6 months rolling