+1,678.9%
VRT vs OVV
+8.8%
+1,670.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.9% | -11.2% | -13.5% |
| 7D | -28.1% | -14.9% | -13.2% | -25.8% |
| 30D | -30.2% | -0.9% | -29.3% | -30.0% |
| 3M | -36.4% | +5.6% | -42.0% | -37.3% |
| 6M | -48.2% | -2.5% | -45.7% | -48.3% |
| YTD | +9.2% | +57.8% | -48.7% | -1.6% |
| 1Y | -7.2% | +70.1% | -77.3% | -17.8% |
| 3Y | +338.7% | +35.1% | +303.6% | +303.8% |
| 5Y | +542.8% | +86.1% | +456.8% | +452.5% |
| All | +1,678.9% | +8.8% | +1,670.1% | +903.1% |
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