-34.9%
VST vs OVV
+75.2%
-110.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -5.6% | -8.2% | -14.1% |
| 7D | -15.7% | -12.1% | -3.6% | -16.6% |
| 30D | -17.0% | +2.9% | -19.8% | -16.2% |
| 3M | -15.9% | +3.7% | -19.6% | -15.0% |
| 6M | -25.0% | +0.6% | -25.6% | -24.3% |
| YTD | -25.1% | +62.5% | -87.6% | -17.4% |
| 1Y | -34.9% | +72.0% | -106.9% | -28.9% |
| All | -34.9% | +75.2% | -110.0% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling