+2,267.4%
VGT vs OVV
+101.3%
+2,166.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.6% |
| 7D | +1.0% | +0.3% | +0.7% | +0.9% |
| 30D | +1.3% | +11.7% | -10.4% | -0.7% |
| 3M | -1.1% | +9.8% | -10.9% | -3.1% |
| 6M | +32.6% | +26.6% | +6.1% | +26.2% |
| YTD | +29.0% | +67.0% | -38.0% | +16.6% |
| 1Y | +39.7% | +55.9% | -16.2% | +27.4% |
| 3Y | +120.9% | +45.5% | +75.4% | +100.2% |
| 5Y | +133.6% | +157.3% | -23.8% | +84.4% |
| 10Y | +792.6% | +65.0% | +727.6% | +496.9% |
| All | +2,267.4% | +101.3% | +2,166.1% | +1,327.8% |
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 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