+886.2%
TER vs OVV
+50.1%
+836.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | -20.5% | -16.7% | -3.8% | -17.6% |
| 30D | -47.0% | -1.5% | -45.5% | -46.9% |
| 3M | -43.3% | +1.6% | -44.9% | -43.7% |
| 6M | -42.9% | +2.0% | -44.9% | -43.6% |
| YTD | +12.9% | +56.8% | -43.9% | +1.4% |
| 1Y | +18.2% | +64.8% | -46.7% | +4.9% |
| 3Y | +151.8% | +38.3% | +113.5% | +128.6% |
| 5Y | +54.2% | +84.9% | -30.7% | +29.6% |
| All | +886.2% | +50.1% | +836.1% | +573.9% |
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 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