+1,740.6%
VRT vs OVV
+8.1%
+1,732.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.6% |
| 7D | -21.4% | -16.7% | -4.7% | -18.5% |
| 30D | -25.8% | -1.5% | -24.3% | -25.6% |
| 3M | -33.5% | +1.6% | -35.1% | -33.9% |
| 6M | -49.0% | +2.0% | -51.1% | -49.6% |
| YTD | +12.9% | +56.8% | -43.9% | +2.0% |
| 1Y | 0.0% | +64.8% | -64.8% | -10.8% |
| 3Y | +361.8% | +38.3% | +323.5% | +323.5% |
| 5Y | +565.1% | +84.9% | +480.3% | +472.3% |
| All | +1,740.6% | +8.1% | +1,732.5% | +939.2% |
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