+146.2%
VXUS vs OVV
+58.9%
+87.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +2.1% | +8.0% | -5.9% | +1.1% |
| 30D | -1.1% | -2.0% | +0.9% | -1.0% |
| 3M | -5.6% | +5.4% | -11.0% | -6.5% |
| 6M | -2.3% | +14.3% | -16.5% | -4.4% |
| YTD | +10.4% | +69.4% | -59.1% | +2.0% |
| 1Y | +13.1% | +72.4% | -59.3% | +4.2% |
| 3Y | +68.0% | +58.4% | +9.6% | +54.0% |
| 5Y | +45.8% | +106.1% | -60.3% | +25.6% |
| All | +146.2% | +58.9% | +87.4% | +82.4% |
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