+23.4%
VTV vs OVV
+70.1%
-46.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.7% | -0.4% |
| 7D | +2.3% | +6.5% | -4.2% | +2.3% |
| 30D | +3.8% | -2.7% | +6.4% | +3.7% |
| 3M | +1.7% | +3.1% | -1.5% | +1.6% |
| 6M | +10.9% | +12.8% | -1.9% | +10.7% |
| YTD | +21.7% | +68.1% | -46.4% | +16.8% |
| 1Y | +23.4% | +73.6% | -50.3% | +18.0% |
| All | +23.4% | +70.1% | -46.7% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling