+106.0%
OVV vs VMC
+42.8%
+63.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +0.9% |
| 7D | +8.0% | -1.3% | +9.3% | +8.4% |
| 30D | -2.0% | +15.5% | -17.5% | -7.2% |
| 3M | +5.4% | +0.6% | +4.8% | +4.6% |
| 6M | +14.3% | +2.1% | +12.2% | +11.2% |
| YTD | +69.4% | -1.6% | +71.0% | +64.7% |
| 1Y | +72.4% | -1.2% | +73.5% | +67.0% |
| 3Y | +58.4% | +35.3% | +23.1% | +24.2% |
| All | +106.0% | +42.8% | +63.2% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling