+1,855.0%
VRT vs OVV
+10.1%
+1,844.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -3.5% |
| 7D | -17.7% | -7.3% | -10.4% | -16.4% |
| 30D | -20.0% | -3.6% | -16.4% | -19.4% |
| 3M | -28.1% | -2.6% | -25.4% | -27.9% |
| 6M | -42.8% | +7.6% | -50.4% | -44.1% |
| YTD | +20.0% | +59.6% | -39.6% | +7.9% |
| 1Y | +3.5% | +62.2% | -58.7% | -7.4% |
| 3Y | +366.1% | +49.6% | +316.5% | +321.8% |
| 5Y | +632.2% | +98.9% | +533.2% | +523.1% |
| All | +1,855.0% | +10.1% | +1,844.9% | +999.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling