+62.1%
VEA vs OVV
+153.1%
-91.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +1.9% | -3.7% | +5.6% | +2.4% |
| 30D | +0.8% | +8.0% | -7.2% | -0.3% |
| 3M | +5.7% | +11.3% | -5.6% | +3.9% |
| 6M | +13.3% | +24.0% | -10.7% | +9.1% |
| YTD | +18.4% | +65.3% | -46.9% | +8.9% |
| 1Y | +27.0% | +60.2% | -33.2% | +17.0% |
| 3Y | +79.3% | +46.9% | +32.3% | +63.6% |
| 5Y | +62.1% | +158.7% | -96.6% | +32.6% |
| All | +62.1% | +153.1% | -91.0% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling