+728.4%
VGT vs OVV
+58.9%
+669.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.8% |
| 7D | +2.5% | +8.0% | -5.6% | +1.4% |
| 30D | -9.5% | -2.0% | -7.5% | -9.3% |
| 3M | -9.5% | +5.4% | -14.9% | -10.4% |
| 6M | -1.8% | +14.3% | -16.0% | -4.2% |
| YTD | +18.4% | +69.4% | -51.0% | +8.5% |
| 1Y | +18.7% | +72.4% | -53.6% | +8.4% |
| 3Y | +103.8% | +58.4% | +45.4% | +85.7% |
| 5Y | +104.4% | +106.1% | -1.7% | +75.1% |
| All | +728.4% | +58.9% | +669.5% | +509.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling