+54.8%
SCHD vs OVV
+52.7%
+2.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.4% | -1.0% |
| 7D | -2.6% | -3.8% | +1.2% | -2.0% |
| 30D | -0.3% | +1.3% | -1.6% | -0.5% |
| 3M | +6.1% | +14.3% | -8.3% | +3.3% |
| 6M | +11.7% | +21.1% | -9.4% | +7.0% |
| YTD | +26.3% | +66.0% | -39.7% | +13.3% |
| 1Y | +28.8% | +59.3% | -30.5% | +16.1% |
| All | +54.8% | +52.7% | +2.2% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling