+68.4%
VXUS vs OVV
+49.9%
+18.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.8% |
| 7D | +0.5% | -7.3% | +7.8% | +1.1% |
| 30D | -2.5% | -3.6% | +1.0% | -2.4% |
| 3M | -4.6% | -2.6% | -2.0% | -4.6% |
| 6M | -2.6% | +7.6% | -10.2% | -3.7% |
| YTD | +10.4% | +59.6% | -49.2% | +2.4% |
| 1Y | +12.9% | +62.2% | -49.3% | +4.4% |
| 3Y | +68.4% | +49.6% | +18.8% | +53.2% |
| All | +68.4% | +49.9% | +18.4% | +53.2% |
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