-39.3%
VG vs OVV
+47.5%
-86.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +1.4% |
| 7D | +1.7% | +0.3% | +1.4% | +1.4% |
| 30D | +16.0% | +11.7% | +4.3% | +3.7% |
| 3M | +9.7% | +9.8% | -0.1% | +0.6% |
| 6M | +29.6% | +26.6% | +3.0% | +6.1% |
| YTD | +112.0% | +67.0% | +45.0% | +36.3% |
| 1Y | +12.8% | +55.9% | -43.1% | -23.2% |
| All | -39.3% | +47.5% | -86.8% | -58.2% |
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