+1,077.0%
TER vs OVV
+51.8%
+1,025.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.0% | +5.3% | +7.7% |
| 7D | +5.9% | +1.2% | +4.7% | +5.8% |
| 30D | -30.8% | -2.5% | -28.2% | -30.4% |
| 3M | -29.9% | +0.5% | -30.4% | -30.3% |
| 6M | -27.5% | +8.5% | -35.9% | -29.2% |
| YTD | +37.5% | +64.5% | -27.0% | +22.5% |
| 1Y | +50.3% | +64.7% | -14.4% | +33.6% |
| 3Y | +204.9% | +54.1% | +150.7% | +171.4% |
| 5Y | +89.2% | +95.4% | -6.3% | +57.4% |
| 10Y | +1,077.0% | +54.9% | +1,022.0% | +692.5% |
| All | +1,077.0% | +51.8% | +1,025.1% | +692.5% |
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 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