+58.4%
OVV vs VO
+194.4%
-136.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.4% |
| 7D | +0.3% | -0.3% | +0.5% | +0.6% |
| 30D | +11.7% | -0.3% | +12.1% | +12.0% |
| 3M | +9.8% | +2.9% | +6.9% | +4.0% |
| 6M | +26.6% | +9.3% | +17.2% | +7.6% |
| YTD | +67.0% | +14.2% | +52.8% | +32.3% |
| 1Y | +55.9% | +15.3% | +40.7% | +21.2% |
| 3Y | +45.5% | +56.2% | -10.7% | -30.3% |
| 5Y | +157.3% | +42.4% | +114.9% | +44.0% |
| All | +58.4% | +194.4% | -136.0% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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