+3.3%
VTI vs OVV
+9.4%
-6.1%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.7% | -0.3% |
| 7D | +3.4% | +6.5% | -3.2% | +3.8% |
| 30D | -2.3% | -2.7% | +0.4% | -2.5% |
| 3M | -2.2% | +3.1% | -5.3% | -1.7% |
| 6M | +3.3% | +12.8% | -9.5% | +5.0% |
| All | +3.3% | +9.4% | -6.1% | +5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling