+213.7%
VT vs OVV
+50.1%
+163.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.3% |
| 7D | -2.3% | -16.7% | +14.3% | 0.0% |
| 30D | -5.0% | -1.5% | -3.5% | -4.9% |
| 3M | -4.9% | +1.6% | -6.4% | -5.4% |
| 6M | -1.5% | +2.0% | -3.6% | -2.4% |
| YTD | +8.5% | +56.8% | -48.3% | +0.8% |
| 1Y | +11.4% | +64.8% | -53.5% | +2.7% |
| 3Y | +70.1% | +38.3% | +31.8% | +58.1% |
| 5Y | +53.7% | +84.9% | -31.2% | +33.5% |
| All | +213.7% | +50.1% | +163.6% | +128.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling