+72.2%
OVF price history and return analytics
+132.4%
-60.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -2.4% | -2.3% | -0.1% | -0.5% |
| 30D | -5.5% | -5.0% | -0.6% | -1.4% |
| 3M | -7.3% | -4.9% | -2.4% | -3.3% |
| 6M | -5.6% | -1.5% | -4.0% | -4.0% |
| YTD | +7.7% | +8.5% | -0.8% | +1.7% |
| 1Y | +12.6% | +11.4% | +1.2% | +4.2% |
| 3Y | +69.1% | +70.1% | -0.9% | +14.4% |
| 5Y | +44.3% | +53.7% | -9.4% | +4.1% |
| All | +72.2% | +132.4% | -60.2% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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