+50.3%
TER vs OVV
+65.7%
-15.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.0% | +5.3% | +8.7% |
| 7D | +5.9% | +1.2% | +4.7% | +5.9% |
| 30D | -30.8% | -2.5% | -28.2% | -30.9% |
| 3M | -29.9% | +0.5% | -30.4% | -29.4% |
| 6M | -27.5% | +8.5% | -35.9% | -25.4% |
| YTD | +37.5% | +64.5% | -27.0% | +28.2% |
| 1Y | +50.3% | +64.7% | -14.4% | +41.1% |
| All | +50.3% | +65.7% | -15.4% | +41.1% |
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