+6.6%
VNQ vs OVV
+162.0%
-155.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.1% |
| 7D | -0.9% | -3.8% | +2.9% | -0.4% |
| 30D | -2.2% | +1.3% | -3.5% | -2.4% |
| 3M | -1.9% | +14.3% | -16.3% | -3.8% |
| 6M | +3.2% | +21.1% | -17.9% | +0.1% |
| YTD | +9.4% | +66.0% | -56.6% | +1.2% |
| 1Y | +7.5% | +59.3% | -51.8% | -0.2% |
| 3Y | +31.1% | +47.6% | -16.5% | +20.5% |
| 5Y | +6.6% | +162.0% | -155.4% | -8.7% |
| All | +6.6% | +162.0% | -155.4% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling