-78.9%
OVID price history and return analytics
+176.5%
-255.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.1% | -1.8% | -1.2% |
| 7D | +0.8% | -4.2% | +5.0% | +6.1% |
| 30D | +8.9% | -5.8% | +14.7% | +17.1% |
| 3M | -1.5% | -5.2% | +3.7% | +5.3% |
| 6M | -8.8% | +0.1% | -9.0% | -8.8% |
| YTD | +58.3% | +8.2% | +50.0% | +44.0% |
| 1Y | +94.0% | +10.1% | +83.9% | +74.1% |
| 3Y | -27.7% | +69.7% | -97.4% | -58.8% |
| 5Y | -28.1% | +53.4% | -81.5% | -54.7% |
| All | -78.9% | +176.5% | -255.5% | -93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling