+109.6%
VGT vs OVV
+46.2%
+63.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -1.6% | -10.7% | +9.1% | +0.2% |
| 30D | -12.5% | -5.3% | -7.2% | -11.8% |
| 3M | -7.7% | +2.4% | -10.1% | -8.5% |
| 6M | -0.2% | +5.7% | -5.8% | -2.0% |
| YTD | +19.3% | +56.8% | -37.5% | +5.3% |
| 1Y | +18.2% | +59.3% | -41.1% | +3.6% |
| 3Y | +109.6% | +49.0% | +60.7% | +82.7% |
| All | +109.6% | +46.2% | +63.4% | +82.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling