+31.4%
VCIT vs OVV
+57.6%
-26.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -0.7% |
| 7D | -1.4% | +6.5% | -7.9% | -1.4% |
| 30D | +0.8% | -2.7% | +3.5% | +0.8% |
| 3M | -1.7% | +3.1% | -4.9% | -1.8% |
| 6M | -2.1% | +12.8% | -14.9% | -2.2% |
| YTD | -2.0% | +68.1% | -70.2% | -2.5% |
| 1Y | -1.5% | +73.6% | -75.1% | -1.9% |
| 3Y | +19.0% | +57.6% | -38.6% | +18.3% |
| 5Y | +3.8% | +104.5% | -100.8% | +2.8% |
| All | +31.4% | +57.6% | -26.2% | +25.4% |
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