+14.7%
QLD vs OVV
+75.2%
-60.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.6% | +7.5% | +0.5% |
| 7D | -9.4% | -12.1% | +2.7% | -12.0% |
| 30D | -17.1% | +2.9% | -19.9% | -16.1% |
| 3M | -10.4% | +3.7% | -14.1% | -8.9% |
| 6M | +0.7% | +0.6% | +0.1% | +2.5% |
| YTD | +17.7% | +62.5% | -44.7% | +26.0% |
| 1Y | +14.7% | +72.0% | -57.3% | +23.9% |
| All | +14.7% | +75.2% | -60.5% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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