+77.0%
OVF price history and return analytics
+137.9%
-60.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +2.8% | +2.4% | +0.4% | +0.9% |
| 30D | -1.2% | -1.5% | +0.3% | +0.2% |
| 3M | -6.3% | -4.1% | -2.2% | -2.9% |
| 6M | -2.2% | +0.6% | -2.8% | -2.3% |
| YTD | +10.7% | +11.0% | -0.3% | +2.5% |
| 1Y | +13.9% | +13.3% | +0.6% | +3.9% |
| 3Y | +73.8% | +73.4% | +0.4% | +15.7% |
| 5Y | +48.1% | +57.4% | -9.4% | +4.7% |
| All | +77.0% | +137.9% | -60.9% | -5.8% |
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