+2,219.1%
QQQ vs OVV
+146.6%
+2,072.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.5% |
| 7D | -0.3% | -10.7% | +10.5% | +1.6% |
| 30D | -9.6% | -5.3% | -4.3% | -8.9% |
| 3M | -5.9% | +2.4% | -8.3% | -6.7% |
| 6M | -4.3% | +5.7% | -9.9% | -5.8% |
| YTD | +11.0% | +56.8% | -45.8% | +1.6% |
| 1Y | +11.9% | +59.3% | -47.3% | +2.0% |
| 3Y | +86.7% | +49.0% | +37.7% | +69.1% |
| 5Y | +77.1% | +88.1% | -11.1% | +48.3% |
| 10Y | +517.9% | +42.5% | +475.4% | +334.4% |
| All | +2,219.1% | +146.6% | +2,072.5% | +994.0% |
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 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