+2,203.5%
QQQ vs OVV
+151.1%
+2,052.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.0% |
| 7D | -1.5% | -7.3% | +5.7% | -0.3% |
| 30D | -10.2% | -3.6% | -6.6% | -9.8% |
| 3M | -6.3% | -2.6% | -3.7% | -6.2% |
| 6M | -4.9% | +7.6% | -12.5% | -6.7% |
| YTD | +10.2% | +59.6% | -49.4% | +0.6% |
| 1Y | +8.8% | +62.2% | -53.4% | -1.1% |
| 3Y | +81.4% | +49.6% | +31.8% | +64.1% |
| 5Y | +78.5% | +98.9% | -20.4% | +48.2% |
| 10Y | +523.8% | +45.1% | +478.7% | +337.3% |
| All | +2,203.5% | +151.1% | +2,052.3% | +983.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling