+37.6%
VGT vs OVV
+59.6%
-22.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.1% |
| 7D | +1.5% | -3.8% | +5.3% | +1.3% |
| 30D | +0.5% | +1.3% | -0.7% | +0.6% |
| 3M | +5.3% | +14.3% | -9.1% | +6.0% |
| 6M | +32.4% | +21.1% | +11.3% | +32.5% |
| YTD | +28.6% | +66.0% | -37.4% | +27.2% |
| 1Y | +37.6% | +59.3% | -21.6% | +35.8% |
| All | +37.6% | +59.6% | -22.0% | +35.8% |
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