+1,001.8%
TER vs OVV
+48.9%
+953.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | 0.0% | +12.8% | +12.7% |
| 7D | -5.8% | -10.7% | +5.0% | -3.6% |
| 30D | -38.9% | -5.3% | -33.6% | -38.3% |
| 3M | -35.1% | +2.4% | -37.5% | -35.7% |
| 6M | -31.6% | +5.7% | -37.2% | -32.9% |
| YTD | +27.2% | +56.8% | -29.5% | +14.4% |
| 1Y | +35.2% | +59.3% | -24.1% | +20.9% |
| 3Y | +192.8% | +49.0% | +143.8% | +162.3% |
| 5Y | +72.4% | +88.1% | -15.7% | +44.5% |
| 10Y | +1,001.8% | +42.5% | +959.3% | +650.8% |
| All | +1,001.8% | +48.9% | +953.0% | +650.8% |
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