+359.2%
VT vs OVV
-55.9%
+415.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.4% |
| 7D | -1.6% | -6.6% | +5.0% | -0.4% |
| 30D | -2.5% | +10.1% | -12.6% | -4.4% |
| 3M | -1.3% | +7.8% | -9.1% | -3.1% |
| 6M | +3.1% | +10.2% | -7.2% | +0.3% |
| YTD | +10.9% | +72.1% | -61.2% | -1.7% |
| 1Y | +12.1% | +81.0% | -69.0% | -1.9% |
| 3Y | +73.9% | +47.4% | +26.5% | +54.8% |
| 5Y | +58.0% | +104.9% | -47.0% | +25.3% |
| 10Y | +225.5% | +68.9% | +156.5% | +106.5% |
| All | +359.2% | -55.9% | +415.1% | +238.2% |
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