+173.7%
VEA vs OVV
-37.4%
+211.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +0.8% |
| 7D | +1.0% | +0.3% | +0.7% | +0.9% |
| 30D | +1.9% | +11.7% | -9.8% | -0.4% |
| 3M | +3.2% | +9.8% | -6.6% | +0.9% |
| 6M | +10.2% | +26.6% | -16.3% | +4.2% |
| YTD | +18.9% | +67.0% | -48.1% | +6.1% |
| 1Y | +29.3% | +55.9% | -26.6% | +16.5% |
| 3Y | +76.8% | +45.5% | +31.3% | +57.2% |
| 5Y | +61.2% | +157.3% | -96.1% | +20.8% |
| 10Y | +163.3% | +65.0% | +98.3% | +64.5% |
| All | +173.7% | -37.4% | +211.1% | +83.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling