+55.5%
VWO vs OVV
+58.8%
-3.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | +2.0% | +8.0% | -6.1% | +1.4% |
| 30D | -4.3% | -2.0% | -2.2% | -4.2% |
| 3M | -6.4% | +5.4% | -11.8% | -7.0% |
| 6M | -5.6% | +14.3% | -19.9% | -7.2% |
| YTD | +5.2% | +69.4% | -64.2% | -2.8% |
| 1Y | +5.2% | +72.4% | -67.2% | -3.2% |
| 3Y | +55.5% | +58.4% | -2.9% | +39.7% |
| All | +55.5% | +58.8% | -3.3% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling