+897.3%
VST vs OVV
+41.5%
+855.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.9% | -3.3% | -5.6% |
| 7D | -19.9% | -14.9% | -5.0% | -17.3% |
| 30D | -29.7% | -0.9% | -28.7% | -29.5% |
| 3M | -19.6% | +5.6% | -25.1% | -20.6% |
| 6M | -29.4% | -2.5% | -26.9% | -29.5% |
| YTD | -29.7% | +57.8% | -87.5% | -36.7% |
| 1Y | -40.0% | +70.1% | -110.1% | -47.0% |
| 3Y | +231.0% | +35.1% | +195.8% | +204.9% |
| 5Y | +500.1% | +86.1% | +414.0% | +406.3% |
| 10Y | +1,004.2% | +55.5% | +948.7% | +590.5% |
| All | +897.3% | +41.5% | +855.8% | +536.3% |
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