+180.5%
OVV vs VTEB
+26.8%
+153.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.7% |
| 7D | +8.0% | -1.2% | +9.3% | +7.8% |
| 30D | -2.0% | +2.5% | -4.5% | -1.6% |
| 3M | +5.4% | -1.7% | +7.1% | +5.1% |
| 6M | +14.3% | -1.2% | +15.5% | +14.0% |
| YTD | +69.4% | -0.5% | +69.9% | +69.2% |
| 1Y | +72.4% | -0.1% | +72.4% | +72.2% |
| 3Y | +58.4% | +10.5% | +47.9% | +59.2% |
| 5Y | +106.1% | +2.6% | +103.5% | +104.2% |
| 10Y | +59.6% | +22.4% | +37.3% | +103.4% |
| All | +180.5% | +26.8% | +153.8% | +287.8% |
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