+1,012.8%
VTI vs OVV
+162.8%
+850.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | 0.0% | +11.7% | -11.7% | -2.1% |
| 3M | +2.0% | +9.8% | -7.8% | -0.2% |
| 6M | +13.0% | +26.6% | -13.6% | +7.2% |
| YTD | +13.9% | +67.0% | -53.1% | +2.4% |
| 1Y | +20.0% | +55.9% | -35.9% | +8.8% |
| 3Y | +75.8% | +45.5% | +30.3% | +58.1% |
| 5Y | +73.8% | +157.3% | -83.5% | +34.2% |
| 10Y | +297.5% | +65.0% | +232.5% | +157.7% |
| All | +1,012.8% | +162.8% | +850.0% | +413.8% |
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