-20.2%
OVID price history and return analytics
+58.0%
-78.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.2% |
| 7D | +16.7% | -0.1% | +16.8% | +17.1% |
| 30D | +13.8% | -3.1% | +16.9% | +18.3% |
| 3M | +6.9% | -3.5% | +10.4% | +11.7% |
| 6M | 0.0% | +0.5% | -0.5% | -0.2% |
| YTD | +71.8% | +10.8% | +61.0% | +52.7% |
| 1Y | +107.4% | +11.9% | +95.5% | +83.3% |
| 3Y | -13.8% | +73.0% | -86.8% | -48.5% |
| All | -20.2% | +58.0% | -78.2% | -48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling