+47.4%
TER vs OVV
+75.5%
-28.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -5.3% |
| 7D | +14.4% | +8.0% | +6.3% | +15.4% |
| 30D | -30.6% | -2.0% | -28.5% | -30.8% |
| 3M | -39.2% | +5.4% | -44.6% | -38.3% |
| 6M | -31.3% | +14.3% | -45.5% | -28.9% |
| YTD | +29.1% | +69.4% | -40.3% | +18.9% |
| 1Y | +47.4% | +72.4% | -24.9% | +35.6% |
| All | +47.4% | +75.5% | -28.1% | +35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling