+176.6%
OVV vs VTEB
+26.7%
+149.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | +0.3% | -0.8% | +1.0% | +0.1% |
| 30D | +11.7% | -1.3% | +13.1% | +11.5% |
| 3M | +9.8% | -2.1% | +11.9% | +9.4% |
| 6M | +26.6% | -1.7% | +28.2% | +26.3% |
| YTD | +67.0% | -0.6% | +67.6% | +66.8% |
| 1Y | +55.9% | +3.1% | +52.9% | +56.2% |
| 3Y | +45.5% | +9.2% | +36.3% | +46.2% |
| 5Y | +157.3% | +2.2% | +155.2% | +154.9% |
| 10Y | +65.0% | +18.8% | +46.2% | +93.4% |
| All | +176.6% | +26.7% | +149.9% | +282.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling