+377.4%
VT vs OVV
-57.2%
+434.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.3% |
| 7D | +0.4% | +0.3% | +0.2% | +0.4% |
| 30D | +1.0% | +11.7% | -10.8% | -1.3% |
| 3M | +2.4% | +9.8% | -7.4% | +0.1% |
| 6M | +12.0% | +26.6% | -14.6% | +6.0% |
| YTD | +15.3% | +67.0% | -51.7% | +3.1% |
| 1Y | +22.6% | +55.9% | -33.3% | +10.6% |
| 3Y | +74.7% | +45.5% | +29.2% | +56.0% |
| 5Y | +66.1% | +157.3% | -91.2% | +25.8% |
| 10Y | +225.0% | +65.0% | +160.0% | +105.9% |
| All | +377.4% | -57.2% | +434.6% | +254.6% |
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