+53.1%
OVV vs VYM
+18.5%
+34.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.4% |
| 7D | -2.9% | -1.9% | -1.0% | -2.3% |
| 30D | +0.9% | -2.6% | +3.5% | +1.8% |
| 3M | +11.0% | +3.6% | +7.5% | +8.9% |
| 6M | +22.3% | +8.7% | +13.6% | +16.6% |
| YTD | +65.1% | +14.1% | +50.9% | +49.2% |
| 1Y | +53.1% | +17.8% | +35.3% | +32.7% |
| All | +53.1% | +18.5% | +34.7% | +32.7% |
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