+1,631.1%
QLD vs OVV
+63.7%
+1,567.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.8% |
| 7D | +0.6% | +0.3% | +0.3% | +0.5% |
| 30D | -0.1% | +11.7% | -11.9% | -3.0% |
| 3M | -8.4% | +9.8% | -18.2% | -11.1% |
| 6M | +32.2% | +26.6% | +5.6% | +22.6% |
| YTD | +28.9% | +67.0% | -38.1% | +10.8% |
| 1Y | +43.8% | +55.9% | -12.1% | +25.2% |
| 3Y | +176.6% | +45.5% | +131.1% | +140.8% |
| 5Y | +121.6% | +157.3% | -35.8% | +63.4% |
| All | +1,631.1% | +63.7% | +1,567.4% | +939.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling