+295.5%
VIAV vs OVV
+49.9%
+245.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.9% | -3.3% |
| 7D | +3.2% | -7.3% | +10.5% | +4.4% |
| 30D | -31.8% | -3.6% | -28.2% | -31.5% |
| 3M | -16.6% | -2.6% | -14.0% | -16.7% |
| 6M | -39.4% | +7.6% | -47.0% | -40.8% |
| YTD | +74.0% | +59.6% | +14.4% | +56.4% |
| 1Y | +70.8% | +62.2% | +8.5% | +52.6% |
| 3Y | +295.5% | +49.6% | +245.9% | +240.6% |
| All | +295.5% | +49.9% | +245.6% | +240.6% |
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