+542.4%
QQQ vs OVV
+57.6%
+484.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.6% | -0.6% |
| 7D | +6.4% | +6.5% | -0.2% | +5.5% |
| 30D | -7.5% | -2.7% | -4.8% | -7.2% |
| 3M | -4.8% | +3.1% | -8.0% | -5.4% |
| 6M | -2.5% | +12.8% | -15.3% | -4.5% |
| YTD | +12.4% | +68.1% | -55.7% | +4.1% |
| 1Y | +11.3% | +73.6% | -62.3% | +2.6% |
| 3Y | +85.0% | +57.6% | +27.4% | +70.2% |
| 5Y | +79.6% | +104.5% | -24.9% | +56.5% |
| All | +542.4% | +57.6% | +484.8% | +397.0% |
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