+348.0%
VT vs OVV
-59.5%
+407.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -3.5% |
| 7D | -4.2% | -14.9% | +10.7% | -1.3% |
| 30D | -5.8% | -0.9% | -4.9% | -5.8% |
| 3M | -5.2% | +5.6% | -10.8% | -6.7% |
| 6M | +0.1% | -2.5% | +2.6% | -0.3% |
| YTD | +8.2% | +57.8% | -49.6% | -2.5% |
| 1Y | +10.1% | +70.1% | -59.9% | -2.5% |
| 3Y | +69.7% | +35.1% | +34.5% | +53.5% |
| 5Y | +53.4% | +86.1% | -32.7% | +23.9% |
| 10Y | +219.2% | +55.5% | +163.7% | +105.5% |
| All | +348.0% | -59.5% | +407.6% | +235.3% |
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