+228.8%
VTV vs OVV
+58.9%
+169.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +2.9% | +8.0% | -5.1% | +1.8% |
| 30D | +3.8% | -2.0% | +5.8% | +3.9% |
| 3M | +1.6% | +5.4% | -3.9% | +0.5% |
| 6M | +11.2% | +14.3% | -3.1% | +8.5% |
| YTD | +22.0% | +69.4% | -47.4% | +11.9% |
| 1Y | +24.9% | +72.4% | -47.5% | +14.2% |
| 3Y | +78.5% | +58.4% | +20.1% | +62.4% |
| 5Y | +77.8% | +106.1% | -28.3% | +50.8% |
| All | +228.8% | +58.9% | +169.9% | +130.1% |
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 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