-12.3%
OVID price history and return analytics
+69.7%
-82.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.2% | +10.2% | +10.1% |
| 7D | +12.2% | -2.3% | +14.5% | +16.7% |
| 30D | +20.8% | -5.0% | +25.7% | +31.0% |
| 3M | +7.5% | -4.9% | +12.4% | +16.7% |
| 6M | +2.5% | -1.5% | +4.1% | +5.1% |
| YTD | +74.8% | +8.5% | +66.4% | +51.4% |
| 1Y | +114.3% | +11.4% | +102.9% | +78.7% |
| 3Y | -12.3% | +70.1% | -82.4% | -67.9% |
| All | -12.3% | +69.7% | -82.1% | -67.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling