+45.9%
VXUS vs OVV
+101.5%
-55.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.2% | -1.2% |
| 7D | +2.3% | +6.5% | -4.2% | +1.5% |
| 30D | -2.2% | -2.7% | +0.4% | -2.0% |
| 3M | -5.4% | +3.1% | -8.6% | -6.0% |
| 6M | -1.2% | +12.8% | -14.1% | -3.3% |
| YTD | +10.4% | +68.1% | -57.8% | +1.1% |
| 1Y | +11.8% | +73.6% | -61.8% | +1.8% |
| 3Y | +68.4% | +57.6% | +10.8% | +52.1% |
| 5Y | +45.9% | +104.5% | -58.7% | +23.3% |
| All | +45.9% | +101.5% | -55.6% | +23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling