+2,448.5%
TQQQ vs OVV
+58.9%
+2,389.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.4% | -4.0% |
| 7D | +10.4% | +8.0% | +2.3% | +7.3% |
| 30D | -22.2% | -2.0% | -20.1% | -21.8% |
| 3M | -25.1% | +5.4% | -30.5% | -27.2% |
| 6M | -25.0% | +14.3% | -39.3% | -30.3% |
| YTD | +10.1% | +69.4% | -59.4% | -13.9% |
| 1Y | +11.0% | +72.4% | -61.3% | -14.1% |
| 3Y | +195.0% | +58.4% | +136.6% | +134.5% |
| 5Y | +46.6% | +106.1% | -59.5% | +3.3% |
| All | +2,448.5% | +58.9% | +2,389.7% | +1,292.4% |
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