+2,351.8%
QQQ vs OVV
+162.8%
+2,189.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +0.4% | +0.3% | +0.1% | +0.3% |
| 30D | +0.2% | +11.7% | -11.5% | -1.7% |
| 3M | -2.8% | +9.8% | -12.6% | -4.6% |
| 6M | +18.0% | +26.6% | -8.6% | +12.6% |
| YTD | +17.3% | +67.0% | -49.7% | +6.6% |
| 1Y | +25.6% | +55.9% | -30.3% | +15.0% |
| 3Y | +93.7% | +45.5% | +48.2% | +76.2% |
| 5Y | +94.2% | +157.3% | -63.2% | +54.4% |
| 10Y | +557.9% | +65.0% | +492.9% | +348.2% |
| All | +2,351.8% | +162.8% | +2,189.0% | +1,047.9% |
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 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