+12.8%
VG vs OVV
+61.5%
-48.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +1.6% |
| 7D | +1.7% | +0.3% | +1.4% | +1.4% |
| 30D | +16.0% | +11.7% | +4.3% | +2.1% |
| 3M | +9.7% | +9.8% | -0.1% | -0.9% |
| 6M | +29.6% | +26.6% | +3.0% | +4.5% |
| YTD | +112.0% | +67.0% | +45.0% | +37.7% |
| 1Y | +12.8% | +55.9% | -43.1% | -20.1% |
| All | +12.8% | +61.5% | -48.7% | -20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling