+302.5%
VTI vs OVV
+55.1%
+247.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.6% |
| 7D | -0.4% | -3.8% | +3.4% | +0.2% |
| 30D | -1.6% | +1.3% | -2.9% | -1.8% |
| 3M | +3.6% | +14.3% | -10.8% | +1.3% |
| 6M | +13.0% | +21.1% | -8.1% | +9.3% |
| YTD | +12.7% | +66.0% | -53.3% | +3.9% |
| 1Y | +18.4% | +59.3% | -40.9% | +9.4% |
| 3Y | +76.4% | +47.6% | +28.9% | +62.3% |
| 5Y | +73.7% | +162.0% | -88.3% | +43.5% |
| 10Y | +302.5% | +56.5% | +246.0% | +184.4% |
| All | +302.5% | +55.1% | +247.4% | +184.4% |
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