-100.0%
VIVK vs OVV
+59.6%
-159.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.4% | -6.8% | -6.5% |
| 7D | -7.9% | -3.8% | -4.1% | -6.5% |
| 30D | -42.0% | +1.3% | -43.2% | -42.1% |
| 3M | -92.5% | +14.3% | -106.8% | -92.5% |
| 6M | -98.0% | +21.1% | -119.1% | -98.0% |
| YTD | -97.9% | +66.0% | -163.9% | -97.8% |
| 1Y | -100.0% | +59.3% | -159.3% | -100.0% |
| All | -100.0% | +59.6% | -159.6% | -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