+134.7%
VGT vs OVV
+153.1%
-18.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +1.8% | -3.7% | +5.6% | +2.5% |
| 30D | -0.3% | +8.0% | -8.3% | -1.8% |
| 3M | +3.4% | +11.3% | -7.9% | +1.0% |
| 6M | +35.0% | +24.0% | +11.0% | +28.5% |
| YTD | +28.8% | +65.3% | -36.6% | +15.4% |
| 1Y | +38.0% | +60.2% | -22.2% | +24.0% |
| 3Y | +125.8% | +46.9% | +78.9% | +101.0% |
| 5Y | +134.7% | +158.7% | -24.0% | +88.9% |
| All | +134.7% | +153.1% | -18.4% | +88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling