+171.6%
OVV vs VRSN
+1,382.7%
-1,211.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.4% |
| 6M | +26.6% | +23.0% | +3.6% | +18.9% |
| YTD | +67.0% | +21.3% | +45.7% | +56.8% |
| 1Y | +55.9% | +6.7% | +49.2% | +51.1% |
| 3Y | +45.5% | +45.0% | +0.5% | +28.5% |
| 5Y | +157.3% | +35.0% | +122.3% | +130.0% |
| 10Y | +65.0% | +276.3% | -211.3% | +20.5% |
| All | +171.6% | +1,382.7% | -1,211.0% | +38.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling