+1,824.4%
VTR vs OVV
+162.8%
+1,661.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.6% |
| 7D | -1.7% | +0.3% | -1.9% | -1.7% |
| 30D | -2.4% | +11.7% | -14.2% | -4.7% |
| 3M | +14.8% | +9.8% | +5.0% | +12.2% |
| 6M | +5.3% | +26.6% | -21.2% | -0.4% |
| YTD | +18.1% | +67.0% | -48.9% | +5.1% |
| 1Y | +36.7% | +55.9% | -19.2% | +22.9% |
| 3Y | +130.1% | +45.5% | +84.6% | +103.1% |
| 5Y | +89.5% | +157.3% | -67.8% | +39.0% |
| 10Y | +87.4% | +65.0% | +22.4% | +7.6% |
| All | +1,824.4% | +162.8% | +1,661.6% | +994.8% |
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