+95.2%
QQQM vs OVV
+162.0%
-66.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | +1.0% | -3.8% | +4.8% | +1.6% |
| 30D | -0.6% | +1.3% | -1.9% | -0.9% |
| 3M | +1.3% | +14.3% | -13.0% | -1.1% |
| 6M | +18.2% | +21.1% | -2.9% | +13.7% |
| YTD | +16.9% | +66.0% | -49.1% | +6.2% |
| 1Y | +24.0% | +59.3% | -35.2% | +13.1% |
| 3Y | +96.0% | +47.6% | +48.5% | +76.6% |
| 5Y | +95.2% | +162.0% | -66.8% | +59.4% |
| All | +95.2% | +162.0% | -66.8% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling