+76.6%
VTI vs OVV
+49.9%
+26.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.6% |
| 7D | -0.4% | -7.3% | +6.8% | +0.5% |
| 30D | -3.2% | -3.6% | +0.3% | -2.9% |
| 3M | -2.9% | -2.6% | -0.3% | -2.9% |
| 6M | +2.4% | +7.6% | -5.2% | +0.5% |
| YTD | +11.2% | +59.6% | -48.4% | -0.2% |
| 1Y | +11.6% | +62.2% | -50.6% | -0.4% |
| 3Y | +76.6% | +49.6% | +27.0% | +55.3% |
| All | +76.6% | +49.9% | +26.6% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling