-57.2%
OVV vs VT
+374.2%
-431.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.3% | +0.4% | -0.2% | -0.4% |
| 30D | +11.7% | +1.0% | +10.8% | +10.0% |
| 3M | +9.8% | +2.4% | +7.4% | +5.0% |
| 6M | +26.6% | +12.0% | +14.6% | +4.5% |
| YTD | +67.0% | +15.3% | +51.7% | +32.1% |
| 1Y | +55.9% | +22.6% | +33.3% | +12.8% |
| 3Y | +45.5% | +74.7% | -29.2% | -35.5% |
| 5Y | +157.3% | +66.1% | +91.2% | +25.0% |
| 10Y | +65.0% | +225.0% | -160.0% | -54.6% |
| All | -57.2% | +374.2% | -431.4% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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