+63.9%
VUG vs OVV
+101.5%
-37.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.5% | -0.6% |
| 7D | +4.4% | +6.5% | -2.1% | +3.4% |
| 30D | -7.3% | -2.7% | -4.7% | -7.1% |
| 3M | -4.2% | +3.1% | -7.4% | -5.0% |
| 6M | -1.6% | +12.8% | -14.4% | -4.2% |
| YTD | +4.9% | +68.1% | -63.2% | -5.8% |
| 1Y | +3.8% | +73.6% | -69.8% | -7.5% |
| 3Y | +79.4% | +57.6% | +21.8% | +58.8% |
| 5Y | +63.9% | +104.5% | -40.6% | +33.3% |
| All | +63.9% | +101.5% | -37.6% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling