+3.5%
VRT vs OVV
+61.3%
-57.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -3.2% |
| 7D | -17.7% | -7.3% | -10.4% | -17.6% |
| 30D | -20.0% | -3.6% | -16.4% | -19.6% |
| 3M | -28.1% | -2.6% | -25.4% | -27.8% |
| 6M | -42.8% | +7.6% | -50.4% | -42.9% |
| YTD | +20.0% | +59.6% | -39.6% | +9.7% |
| 1Y | +3.5% | +62.2% | -58.7% | -5.1% |
| All | +3.5% | +61.3% | -57.8% | -5.1% |
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