+27.3%
V vs OVV
+61.3%
-34.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.3% |
| 7D | +0.6% | -7.3% | +7.9% | 0.0% |
| 30D | +9.7% | -3.6% | +13.3% | +9.2% |
| 3M | +17.3% | -2.6% | +19.9% | +16.8% |
| 6M | +33.2% | +7.6% | +25.6% | +34.2% |
| YTD | +21.3% | +59.6% | -38.3% | +31.3% |
| 1Y | +27.3% | +62.2% | -34.9% | +36.2% |
| All | +27.3% | +61.3% | -34.0% | +36.2% |
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