+228.1%
VTV vs OVV
+57.6%
+170.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.7% | -0.7% |
| 7D | +2.3% | +6.5% | -4.2% | +1.4% |
| 30D | +3.8% | -2.7% | +6.4% | +4.0% |
| 3M | +1.7% | +3.1% | -1.5% | +1.0% |
| 6M | +10.9% | +12.8% | -1.9% | +8.4% |
| YTD | +21.7% | +68.1% | -46.4% | +11.8% |
| 1Y | +23.4% | +73.6% | -50.3% | +12.7% |
| 3Y | +78.0% | +57.6% | +20.4% | +62.0% |
| 5Y | +77.4% | +104.5% | -27.1% | +50.7% |
| All | +228.1% | +57.6% | +170.5% | +129.9% |
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