+19.5%
VIAV vs OVV
+166.6%
-147.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -5.8% |
| 7D | +7.9% | +8.0% | -0.1% | +5.9% |
| 30D | -20.3% | -2.0% | -18.3% | -20.0% |
| 3M | -28.5% | +5.4% | -34.0% | -29.9% |
| 6M | -42.7% | +14.3% | -57.0% | -45.2% |
| YTD | +72.4% | +69.4% | +3.0% | +48.7% |
| 1Y | +81.5% | +72.4% | +9.1% | +55.6% |
| 3Y | +293.8% | +58.4% | +235.5% | +234.9% |
| 5Y | +101.4% | +106.1% | -4.7% | +49.2% |
| 10Y | +293.8% | +59.6% | +234.2% | +122.2% |
| All | +19.5% | +166.6% | -147.1% | -59.7% |
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