+75.5%
VOO vs OVV
+34.1%
+41.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -2.7% | -16.7% | +14.0% | -0.5% |
| 30D | -5.4% | -1.5% | -3.9% | -5.4% |
| 3M | -4.1% | +1.6% | -5.6% | -4.6% |
| 6M | +0.7% | +2.0% | -1.3% | -0.1% |
| YTD | +8.7% | +56.8% | -48.1% | -1.2% |
| 1Y | +11.0% | +64.8% | -53.9% | -0.5% |
| 3Y | +75.5% | +38.3% | +37.2% | +57.8% |
| All | +75.5% | +34.1% | +41.3% | +57.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling