+183.8%
VXUS vs OVV
-41.1%
+224.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.7% |
| 7D | +1.0% | +0.3% | +0.8% | +1.0% |
| 30D | +2.2% | +11.7% | -9.5% | +0.5% |
| 3M | +3.0% | +9.8% | -6.8% | +1.3% |
| 6M | +10.7% | +26.6% | -15.9% | +6.2% |
| YTD | +17.8% | +67.0% | -49.2% | +8.3% |
| 1Y | +27.6% | +55.9% | -28.3% | +18.1% |
| 3Y | +73.3% | +45.5% | +27.8% | +59.1% |
| 5Y | +54.3% | +157.3% | -103.0% | +25.7% |
| 10Y | +149.8% | +65.0% | +84.8% | +77.6% |
| All | +183.8% | -41.1% | +224.9% | +177.9% |
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