-100.0%
VIVK vs OVV
+75.2%
-175.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.5% | -5.6% | -21.8% | -26.6% |
| 7D | -68.7% | -12.1% | -56.6% | -68.1% |
| 30D | -90.0% | +2.9% | -92.9% | -90.0% |
| 3M | -98.1% | +3.7% | -101.7% | -98.0% |
| 6M | -99.9% | +0.6% | -100.5% | -99.9% |
| YTD | -99.9% | +62.5% | -162.4% | -99.9% |
| 1Y | -100.0% | +72.0% | -172.0% | -100.0% |
| All | -100.0% | +75.2% | -175.2% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling