+155.0%
OVV vs VSAT
+411.6%
-256.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.7% | -8.3% | -2.4% |
| 7D | -16.7% | -17.0% | +0.3% | -13.2% |
| 30D | -1.5% | -9.8% | +8.3% | -0.1% |
| 3M | +1.6% | -22.0% | +23.6% | +5.8% |
| 6M | +2.0% | -5.0% | +7.0% | -2.2% |
| YTD | +56.8% | +85.6% | -28.8% | +23.5% |
| 1Y | +64.8% | +80.2% | -15.4% | +29.6% |
| 3Y | +38.3% | +250.0% | -211.8% | -26.2% |
| 5Y | +84.9% | -4.6% | +89.4% | +33.0% |
| 10Y | +54.5% | -7.2% | +61.8% | +9.7% |
| All | +155.0% | +411.6% | -256.6% | +27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling