+226.3%
VTV vs OVV
+57.3%
+169.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -2.1% | -2.9% | +0.8% | -1.6% |
| 30D | -1.3% | +0.9% | -2.2% | -1.5% |
| 3M | +5.6% | +11.0% | -5.4% | +3.8% |
| 6M | +12.4% | +22.3% | -9.9% | +8.6% |
| YTD | +17.6% | +65.1% | -47.4% | +8.6% |
| 1Y | +23.5% | +53.1% | -29.6% | +15.0% |
| 3Y | +67.0% | +46.7% | +20.3% | +53.8% |
| 5Y | +80.5% | +155.5% | -75.0% | +48.9% |
| All | +226.3% | +57.3% | +169.1% | +126.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling