+35.6%
VIAV vs OVV
+162.8%
-127.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.1% |
| 7D | -4.6% | +0.3% | -4.9% | -4.7% |
| 30D | -10.4% | +11.7% | -22.1% | -13.0% |
| 3M | -34.5% | +9.8% | -44.3% | -36.2% |
| 6M | +7.0% | +26.6% | -19.6% | 0.0% |
| YTD | +95.6% | +67.0% | +28.6% | +70.3% |
| 1Y | +197.2% | +55.9% | +141.3% | +161.8% |
| 3Y | +232.0% | +45.5% | +186.5% | +189.0% |
| 5Y | +102.2% | +157.3% | -55.1% | +41.2% |
| 10Y | +344.6% | +65.0% | +279.6% | +145.9% |
| All | +35.6% | +162.8% | -127.2% | -53.9% |
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