+399.1%
VNQ vs OVV
+73.4%
+325.7%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | -0.1% |
| 7D | +0.8% | +8.0% | -7.3% | -0.6% |
| 30D | +6.8% | -2.0% | +8.8% | +6.9% |
| 3M | -1.3% | +5.4% | -6.7% | -2.6% |
| 6M | +2.4% | +14.3% | -11.9% | -0.8% |
| YTD | +12.1% | +69.4% | -57.3% | +0.5% |
| 1Y | +12.0% | +72.4% | -60.4% | 0.0% |
| 3Y | +44.8% | +58.4% | -13.6% | +28.1% |
| 5Y | +6.9% | +106.1% | -99.2% | -14.2% |
| 10Y | +82.9% | +59.6% | +23.3% | +18.0% |
| All | +399.1% | +73.4% | +325.7% | +248.2% |
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