+725.0%
VTV vs OVV
+101.3%
+623.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.1% |
| 7D | +0.5% | +0.3% | +0.3% | +0.5% |
| 30D | +1.1% | +11.7% | -10.6% | -1.0% |
| 3M | +5.9% | +9.8% | -3.9% | +3.7% |
| 6M | +11.6% | +26.6% | -14.9% | +6.0% |
| YTD | +19.8% | +67.0% | -47.2% | +7.8% |
| 1Y | +26.2% | +55.9% | -29.7% | +14.6% |
| 3Y | +68.5% | +45.5% | +23.0% | +51.5% |
| 5Y | +79.9% | +157.3% | -77.5% | +38.3% |
| 10Y | +229.7% | +65.0% | +164.7% | +113.2% |
| All | +725.0% | +101.3% | +623.7% | +390.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling