+295.4%
VIAV vs OVV
+47.2%
+248.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -1.0% | +12.2% | +11.3% |
| 7D | +11.3% | -3.7% | +15.0% | +12.0% |
| 30D | -1.0% | +8.0% | -9.0% | -2.6% |
| 3M | -20.5% | +11.3% | -31.8% | -22.4% |
| 6M | +39.0% | +24.0% | +15.0% | +32.2% |
| YTD | +117.5% | +65.3% | +52.1% | +94.9% |
| 1Y | +233.8% | +60.2% | +173.6% | +199.9% |
| 3Y | +295.4% | +46.9% | +248.5% | +245.5% |
| All | +295.4% | +47.2% | +248.2% | +245.5% |
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