+72.0%
OVV vs VYM
+21.8%
+50.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -5.7% |
| 7D | -12.1% | +1.2% | -13.3% | -12.2% |
| 30D | +2.9% | +5.2% | -2.4% | +1.9% |
| 3M | +3.7% | +0.5% | +3.2% | +3.4% |
| 6M | +0.6% | +7.7% | -7.1% | -1.4% |
| YTD | +62.5% | +17.2% | +45.3% | +52.0% |
| 1Y | +72.0% | +21.7% | +50.4% | +57.5% |
| All | +72.0% | +21.8% | +50.2% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling