+106.0%
OVV vs VSAT
+25.1%
+80.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.3% |
| 7D | +8.0% | +5.9% | +2.2% | +7.1% |
| 30D | -2.0% | +9.7% | -11.7% | -3.5% |
| 3M | +5.4% | -18.3% | +23.7% | +7.0% |
| 6M | +14.3% | -4.1% | +18.3% | +11.7% |
| YTD | +69.4% | +96.5% | -27.1% | +47.2% |
| 1Y | +72.4% | +89.3% | -16.9% | +49.9% |
| 3Y | +58.4% | +270.1% | -211.7% | +10.2% |
| All | +106.0% | +25.1% | +80.9% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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