-79.3%
OVID price history and return analytics
+183.7%
-263.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | -10.9% | +2.4% | -13.2% | -13.2% |
| 30D | +16.0% | -1.5% | +17.5% | +18.6% |
| 3M | -9.3% | -4.1% | -5.2% | -4.3% |
| 6M | -9.3% | +0.6% | -9.8% | -9.6% |
| YTD | +55.8% | +11.0% | +44.8% | +37.7% |
| 1Y | +111.7% | +13.3% | +98.3% | +83.6% |
| 3Y | -23.0% | +73.4% | -96.4% | -57.3% |
| 5Y | -28.7% | +57.4% | -86.1% | -56.3% |
| All | -79.3% | +183.7% | -263.0% | -93.8% |
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