-100.0%
VIVK vs OVV
+61.5%
-161.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.7% | -10.6% | -11.6% |
| 7D | -1.4% | +0.3% | -1.6% | -1.4% |
| 30D | -43.6% | +11.7% | -55.3% | -45.5% |
| 3M | -95.1% | +9.8% | -104.9% | -95.1% |
| 6M | -98.2% | +26.6% | -124.8% | -98.2% |
| YTD | -97.9% | +67.0% | -164.9% | -97.9% |
| 1Y | -100.0% | +55.9% | -155.9% | -100.0% |
| All | -100.0% | +61.5% | -161.5% | -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