+111.8%
VWO vs OVV
+58.9%
+53.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +2.0% | +8.0% | -6.1% | +1.0% |
| 30D | -4.3% | -2.0% | -2.2% | -4.2% |
| 3M | -6.4% | +5.4% | -11.8% | -7.2% |
| 6M | -5.6% | +14.3% | -19.9% | -7.7% |
| YTD | +5.2% | +69.4% | -64.2% | -2.6% |
| 1Y | +5.2% | +72.4% | -67.2% | -3.0% |
| 3Y | +55.5% | +58.4% | -2.9% | +42.7% |
| 5Y | +25.6% | +106.1% | -80.5% | +8.2% |
| All | +111.8% | +58.9% | +53.0% | +58.4% |
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