+64.7%
OVV vs VRSN
+29.0%
+35.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.1% | +3.1% |
| 7D | +1.2% | -1.2% | +2.5% | +1.2% |
| 30D | -2.5% | +3.8% | -6.3% | -2.4% |
| 3M | +0.5% | +9.5% | -9.0% | +0.7% |
| 6M | +8.5% | +10.3% | -1.8% | +9.3% |
| YTD | +64.5% | +30.5% | +34.0% | +71.1% |
| 1Y | +64.7% | +27.9% | +36.8% | +70.2% |
| All | +64.7% | +29.0% | +35.7% | +70.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling