+2,723.0%
VRT vs OVV
+15.2%
+2,707.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.7% |
| 7D | +9.1% | +0.3% | +8.9% | +9.0% |
| 30D | +0.9% | +11.7% | -10.8% | -1.3% |
| 3M | -13.4% | +9.8% | -23.2% | -15.4% |
| 6M | +11.7% | +26.6% | -14.9% | +5.5% |
| YTD | +73.2% | +67.0% | +6.2% | +54.8% |
| 1Y | +123.4% | +55.9% | +67.5% | +101.6% |
| 3Y | +606.2% | +45.5% | +560.7% | +540.7% |
| 5Y | +899.9% | +157.3% | +742.6% | +719.0% |
| All | +2,723.0% | +15.2% | +2,707.8% | +1,477.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling