+827.8%
VOO vs OVV
-33.9%
+861.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | -0.1% |
| 7D | +0.1% | +0.3% | -0.2% | +0.1% |
| 30D | +0.1% | +11.7% | -11.7% | -1.5% |
| 3M | +2.0% | +9.8% | -7.8% | +0.4% |
| 6M | +13.0% | +26.6% | -13.5% | +8.7% |
| YTD | +13.6% | +67.0% | -53.4% | +4.8% |
| 1Y | +20.1% | +55.9% | -35.8% | +11.6% |
| 3Y | +77.6% | +45.5% | +32.1% | +64.0% |
| 5Y | +82.4% | +157.3% | -74.9% | +51.2% |
| 10Y | +316.8% | +65.0% | +251.8% | +198.8% |
| All | +827.8% | -33.9% | +861.7% | +710.0% |
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 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