+48.2%
OVV vs VRSN
+287.3%
-239.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.1% |
| 7D | -16.7% | +0.5% | -17.1% | -16.9% |
| 30D | -1.5% | +4.9% | -6.4% | -3.8% |
| 3M | +1.6% | +5.8% | -4.3% | -1.6% |
| 6M | +2.0% | +12.6% | -10.5% | -4.9% |
| YTD | +56.8% | +28.2% | +28.6% | +35.2% |
| 1Y | +64.8% | +30.4% | +34.4% | +40.5% |
| 3Y | +38.3% | +54.6% | -16.3% | +3.8% |
| 5Y | +84.9% | +35.1% | +49.8% | +46.1% |
| All | +48.2% | +287.3% | -239.1% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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