+94.2%
VTR vs OVV
+98.1%
-3.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.8% |
| 7D | +3.8% | -7.3% | +11.1% | +4.5% |
| 30D | +10.1% | -3.6% | +13.7% | +10.4% |
| 3M | -1.2% | -2.6% | +1.5% | -1.1% |
| 6M | +4.8% | +7.6% | -2.8% | +3.5% |
| YTD | +18.9% | +59.6% | -40.7% | +11.9% |
| 1Y | +21.8% | +62.2% | -40.4% | +14.3% |
| 3Y | +132.0% | +49.6% | +82.4% | +115.5% |
| All | +94.2% | +98.1% | -3.9% | +66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling