+25.3%
VTV vs OVV
+59.6%
-34.4%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -0.7% | -3.8% | +3.1% | -0.6% |
| 30D | -0.5% | +1.3% | -1.8% | -0.5% |
| 3M | +5.3% | +14.3% | -9.0% | +5.0% |
| 6M | +12.9% | +21.1% | -8.2% | +11.5% |
| YTD | +18.5% | +66.0% | -47.5% | +13.7% |
| 1Y | +25.3% | +59.3% | -34.0% | +20.4% |
| All | +25.3% | +59.6% | -34.4% | +20.4% |
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