+1,006.2%
TER vs OVV
+46.5%
+959.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.1% | -0.6% |
| 7D | -8.9% | -7.3% | -1.6% | -7.5% |
| 30D | -39.1% | -3.6% | -35.5% | -38.7% |
| 3M | -32.8% | -2.6% | -30.1% | -32.7% |
| 6M | -31.7% | +7.6% | -39.3% | -33.3% |
| YTD | +26.9% | +59.6% | -32.7% | +13.7% |
| 1Y | +33.6% | +62.2% | -28.6% | +19.0% |
| 3Y | +181.5% | +49.6% | +131.9% | +152.0% |
| 5Y | +76.1% | +98.9% | -22.8% | +46.2% |
| 10Y | +1,006.2% | +45.1% | +961.1% | +651.4% |
| All | +1,006.2% | +46.5% | +959.7% | +651.4% |
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