+1,250.4%
VUG vs OVV
+101.3%
+1,149.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | -0.2% |
| 7D | -0.1% | +0.3% | -0.4% | -0.2% |
| 30D | -0.3% | +11.7% | -12.0% | -2.3% |
| 3M | -0.7% | +9.8% | -10.5% | -2.6% |
| 6M | +14.6% | +26.6% | -11.9% | +9.2% |
| YTD | +9.0% | +67.0% | -58.0% | -1.2% |
| 1Y | +14.9% | +55.9% | -41.1% | +5.0% |
| 3Y | +86.0% | +45.5% | +40.5% | +68.7% |
| 5Y | +76.7% | +157.3% | -80.7% | +39.7% |
| 10Y | +411.3% | +65.0% | +346.3% | +243.7% |
| All | +1,250.4% | +101.3% | +1,149.2% | +764.7% |
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