+58.4%
OVV vs VRSN
+53.7%
+4.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +8.0% | +1.4% | +6.6% | +7.9% |
| 30D | -2.0% | +3.9% | -5.9% | -2.5% |
| 3M | +5.4% | +9.3% | -3.9% | +4.2% |
| 6M | +14.3% | +6.7% | +7.6% | +13.3% |
| YTD | +69.4% | +30.0% | +39.4% | +63.3% |
| 1Y | +72.4% | +26.0% | +46.4% | +67.1% |
| 3Y | +58.4% | +53.1% | +5.2% | +35.1% |
| All | +58.4% | +53.7% | +4.7% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling