+15.6%
VWO vs OVV
+54.4%
-38.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | -1.8% | -1.7% | -0.1% | -1.9% |
| 30D | -0.1% | +0.8% | -0.9% | 0.0% |
| 3M | +2.2% | +13.3% | -11.0% | +2.9% |
| 6M | +8.8% | +16.9% | -8.2% | +8.6% |
| YTD | +12.4% | +64.3% | -51.9% | +8.2% |
| 1Y | +15.6% | +54.2% | -38.6% | +11.0% |
| All | +15.6% | +54.4% | -38.8% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling