+53.0%
OVV vs VTEB
+9.0%
+44.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +0.1% |
| 7D | -3.8% | -0.7% | -3.1% | -4.2% |
| 30D | +1.3% | -2.1% | +3.3% | -0.1% |
| 3M | +14.3% | -2.7% | +17.0% | +12.5% |
| 6M | +21.1% | -2.1% | +23.2% | +19.8% |
| YTD | +66.0% | -1.1% | +67.1% | +64.3% |
| 1Y | +59.3% | +1.3% | +58.0% | +57.8% |
| All | +53.0% | +9.0% | +44.0% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling