+72.4%
OVV vs VYM
+18.4%
+54.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +8.0% | +3.7% | +4.4% | +7.2% |
| 30D | -2.0% | +3.7% | -5.7% | -2.8% |
| 3M | +5.4% | -0.7% | +6.1% | +5.4% |
| 6M | +14.3% | +7.2% | +7.1% | +11.7% |
| YTD | +69.4% | +16.9% | +52.5% | +55.4% |
| 1Y | +72.4% | +19.6% | +52.8% | +55.6% |
| All | +72.4% | +18.4% | +54.0% | +55.6% |
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