+28.9%
VCIT vs OVV
+50.1%
-21.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +0.1% | -16.7% | +16.8% | +0.2% |
| 30D | +1.9% | -1.5% | +3.4% | +1.9% |
| 3M | -1.4% | +1.6% | -3.0% | -1.5% |
| 6M | -2.1% | +2.0% | -4.2% | -2.2% |
| YTD | -1.6% | +56.8% | -58.4% | -2.0% |
| 1Y | -0.9% | +64.8% | -65.8% | -1.3% |
| 3Y | +20.0% | +38.3% | -18.3% | +19.4% |
| 5Y | +3.1% | +84.9% | -81.7% | +2.3% |
| All | +28.9% | +50.1% | -21.2% | +23.0% |
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