+158.3%
OVV vs VRSN
+34.9%
+123.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +11.7% | -0.2% | +11.9% | +11.6% |
| 3M | +9.8% | -0.3% | +10.1% | +9.5% |
| 6M | +26.6% | +23.0% | +3.6% | +17.4% |
| YTD | +67.0% | +21.3% | +45.7% | +54.7% |
| 1Y | +55.9% | +6.7% | +49.2% | +51.3% |
| 3Y | +45.5% | +45.0% | +0.5% | +21.4% |
| All | +158.3% | +34.9% | +123.4% | +124.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling