+2,110.3%
VGT vs OVV
+102.6%
+2,007.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.9% |
| 7D | +5.6% | +6.5% | -0.9% | +4.5% |
| 30D | -10.6% | -2.7% | -7.9% | -10.3% |
| 3M | -6.9% | +3.1% | -10.0% | -7.7% |
| 6M | +0.9% | +12.8% | -11.9% | -1.9% |
| YTD | +20.4% | +68.1% | -47.7% | +8.5% |
| 1Y | +17.4% | +73.6% | -56.3% | +4.9% |
| 3Y | +106.3% | +57.6% | +48.7% | +84.4% |
| 5Y | +107.9% | +104.5% | +3.3% | +70.8% |
| 10Y | +730.9% | +58.4% | +672.5% | +462.8% |
| All | +2,110.3% | +102.6% | +2,007.7% | +1,227.8% |
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