+1,155.8%
VUG vs OVV
+88.9%
+1,066.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -3.4% | -16.7% | +13.3% | -0.5% |
| 30D | -11.1% | -1.5% | -9.6% | -11.0% |
| 3M | -7.2% | +1.6% | -8.8% | -7.8% |
| 6M | -4.1% | +2.0% | -6.2% | -5.2% |
| YTD | +1.4% | +56.8% | -55.4% | -7.4% |
| 1Y | +1.9% | +64.8% | -62.9% | -7.9% |
| 3Y | +77.7% | +38.3% | +39.5% | +62.4% |
| 5Y | +57.6% | +84.9% | -27.3% | +31.8% |
| 10Y | +398.6% | +54.5% | +344.0% | +239.9% |
| All | +1,155.8% | +88.9% | +1,066.9% | +710.2% |
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