+49.9%
VEA vs OVV
+85.1%
-35.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -2.2% | -16.7% | +14.4% | 0.0% |
| 30D | -3.4% | -1.5% | -1.9% | -3.3% |
| 3M | -5.6% | +1.6% | -7.2% | -6.1% |
| 6M | -3.4% | +2.0% | -5.5% | -4.3% |
| YTD | +9.7% | +56.8% | -47.1% | +1.2% |
| 1Y | +15.4% | +64.8% | -49.5% | +5.4% |
| 3Y | +68.5% | +38.3% | +30.3% | +54.8% |
| All | +49.9% | +85.1% | -35.2% | +27.9% |
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