+500.1%
VST vs OVV
+88.6%
+411.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.9% | -3.3% | -5.4% |
| 7D | -19.9% | -14.9% | -5.0% | -16.2% |
| 30D | -29.7% | -0.9% | -28.7% | -29.5% |
| 3M | -19.6% | +5.6% | -25.1% | -21.1% |
| 6M | -29.4% | -2.5% | -26.9% | -29.5% |
| YTD | -29.7% | +57.8% | -87.5% | -40.0% |
| 1Y | -40.0% | +70.1% | -110.1% | -50.3% |
| 3Y | +231.0% | +35.1% | +195.8% | +188.4% |
| 5Y | +500.1% | +86.1% | +414.0% | +391.0% |
| All | +500.1% | +88.6% | +411.5% | +391.0% |
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