+132.8%
VTR vs OVV
+47.2%
+85.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.4% |
| 7D | -2.4% | -3.7% | +1.3% | -2.2% |
| 30D | -3.7% | +8.0% | -11.7% | -4.1% |
| 3M | +13.5% | +11.3% | +2.3% | +12.9% |
| 6M | +7.2% | +24.0% | -16.8% | +5.8% |
| YTD | +17.6% | +65.3% | -47.8% | +13.9% |
| 1Y | +35.4% | +60.2% | -24.8% | +31.3% |
| 3Y | +132.8% | +46.9% | +85.9% | +122.6% |
| All | +132.8% | +47.2% | +85.6% | +122.6% |
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