+111.6%
VWO vs OVV
+57.3%
+54.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.5% |
| 7D | -1.7% | -2.9% | +1.2% | -1.4% |
| 30D | -0.3% | +0.9% | -1.2% | -0.4% |
| 3M | +4.0% | +11.0% | -7.1% | +2.4% |
| 6M | +8.1% | +22.3% | -14.2% | +4.8% |
| YTD | +11.6% | +65.1% | -53.4% | +3.9% |
| 1Y | +16.2% | +53.1% | -36.9% | +9.0% |
| 3Y | +63.3% | +46.7% | +16.6% | +51.4% |
| 5Y | +33.4% | +155.5% | -122.1% | +12.0% |
| All | +111.6% | +57.3% | +54.3% | +55.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling