+361.8%
VRT vs OVV
+34.1%
+327.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | -21.4% | -16.7% | -4.7% | -15.7% |
| 30D | -25.8% | -1.5% | -24.3% | -25.4% |
| 3M | -33.5% | +1.6% | -35.1% | -34.5% |
| 6M | -49.0% | +2.0% | -51.1% | -50.4% |
| YTD | +12.9% | +56.8% | -43.9% | -12.9% |
| 1Y | 0.0% | +64.8% | -64.8% | -25.3% |
| 3Y | +361.8% | +38.3% | +323.5% | +298.7% |
| All | +361.8% | +34.1% | +327.7% | +298.7% |
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