+1,683.2%
TER vs OVV
+63.7%
+1,619.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +5.8% |
| 7D | +0.6% | +0.3% | +0.4% | +0.5% |
| 30D | -8.3% | +11.7% | -20.0% | -10.3% |
| 3M | -12.2% | +9.8% | -22.0% | -14.1% |
| 6M | +17.1% | +26.6% | -9.5% | +10.4% |
| YTD | +84.7% | +67.0% | +17.6% | +64.6% |
| 1Y | +199.9% | +55.9% | +144.0% | +170.4% |
| 3Y | +232.8% | +45.5% | +187.3% | +199.6% |
| 5Y | +198.6% | +157.3% | +41.2% | +137.9% |
| All | +1,683.2% | +63.7% | +1,619.5% | +1,067.0% |
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