+379.7%
VRT vs OVV
+58.8%
+320.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.9% |
| 7D | +10.5% | +8.0% | +2.5% | +7.3% |
| 30D | -9.3% | -2.0% | -7.3% | -8.6% |
| 3M | -29.6% | +5.4% | -35.0% | -31.4% |
| 6M | -45.4% | +14.3% | -59.6% | -49.2% |
| YTD | +24.8% | +69.4% | -44.6% | -6.6% |
| 1Y | +23.6% | +72.4% | -48.8% | -8.7% |
| 3Y | +379.7% | +58.4% | +321.3% | +298.6% |
| All | +379.7% | +58.8% | +320.9% | +298.6% |
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