+905.2%
VRT vs OVV
+160.2%
+745.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.9% |
| 7D | +9.1% | +0.3% | +8.9% | +9.0% |
| 30D | +0.9% | +11.7% | -10.8% | -2.8% |
| 3M | -13.4% | +9.8% | -23.2% | -16.7% |
| 6M | +11.7% | +26.6% | -14.9% | +1.3% |
| YTD | +73.2% | +67.0% | +6.2% | +42.4% |
| 1Y | +123.4% | +55.9% | +67.5% | +86.7% |
| 3Y | +606.2% | +45.5% | +560.7% | +490.8% |
| All | +905.2% | +160.2% | +745.1% | +675.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling