+329.3%
VWO vs OVV
+14.6%
+314.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +1.1% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | +2.4% | +11.7% | -9.3% | -0.3% |
| 3M | +2.0% | +9.8% | -7.8% | -0.7% |
| 6M | +10.7% | +26.6% | -15.9% | +3.6% |
| YTD | +14.4% | +67.0% | -52.6% | +0.1% |
| 1Y | +22.7% | +55.9% | -33.2% | +8.6% |
| 3Y | +64.2% | +45.5% | +18.7% | +42.9% |
| 5Y | +35.8% | +157.3% | -121.6% | -4.2% |
| 10Y | +114.7% | +65.0% | +49.7% | +21.1% |
| All | +329.3% | +14.6% | +314.7% | +151.5% |
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 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