+420.3%
VIAV vs OVV
+55.1%
+365.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | +13.6% | -3.8% | +17.4% | +14.2% |
| 30D | +5.3% | +1.3% | +4.0% | +5.1% |
| 3M | -15.6% | +14.3% | -30.0% | -17.5% |
| 6M | +34.0% | +21.1% | +12.9% | +29.6% |
| YTD | +119.9% | +66.0% | +53.8% | +103.0% |
| 1Y | +235.2% | +59.3% | +175.9% | +210.4% |
| 3Y | +299.8% | +47.6% | +252.2% | +268.7% |
| 5Y | +140.1% | +162.0% | -21.9% | +98.0% |
| 10Y | +420.3% | +56.5% | +363.8% | +273.3% |
| All | +420.3% | +55.1% | +365.2% | +273.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling