+237.3%
SCHD vs OVV
+57.3%
+180.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -3.1% | -2.9% | -0.2% | -2.7% |
| 30D | -0.8% | +0.9% | -1.7% | -1.0% |
| 3M | +6.2% | +11.0% | -4.8% | +4.5% |
| 6M | +11.8% | +22.3% | -10.5% | +8.2% |
| YTD | +26.0% | +65.1% | -39.1% | +16.7% |
| 1Y | +28.1% | +53.1% | -25.0% | +19.7% |
| 3Y | +54.6% | +46.7% | +7.9% | +43.0% |
| 5Y | +60.3% | +155.5% | -95.2% | +33.5% |
| All | +237.3% | +57.3% | +180.1% | +136.6% |
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