+23.6%
VRT vs OVV
+75.5%
-51.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.6% |
| 7D | +10.5% | +8.0% | +2.5% | +10.2% |
| 30D | -9.3% | -2.0% | -7.3% | -9.3% |
| 3M | -29.6% | +5.4% | -35.0% | -29.5% |
| 6M | -45.4% | +14.3% | -59.6% | -45.5% |
| YTD | +24.8% | +69.4% | -44.6% | +13.4% |
| 1Y | +23.6% | +72.4% | -48.8% | +12.3% |
| All | +23.6% | +75.5% | -51.9% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling