+567.3%
VRT vs OVV
+84.0%
+483.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | -21.4% | -16.7% | -4.7% | -16.5% |
| 30D | -25.8% | -1.5% | -24.3% | -25.4% |
| 3M | -33.5% | +1.6% | -35.1% | -34.3% |
| 6M | -49.0% | +2.0% | -51.1% | -50.1% |
| YTD | +12.9% | +56.8% | -43.9% | -6.4% |
| 1Y | 0.0% | +64.8% | -64.8% | -18.9% |
| 3Y | +361.8% | +38.3% | +323.5% | +290.1% |
| All | +567.3% | +84.0% | +483.3% | +428.5% |
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