-77.1%
OVID price history and return analytics
+194.7%
-271.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | 0.0% | +0.4% | -0.4% | -0.5% |
| 30D | +6.9% | +1.0% | +5.9% | +5.8% |
| 3M | +12.9% | +2.4% | +10.5% | +9.7% |
| 6M | +66.7% | +12.0% | +54.7% | +45.0% |
| YTD | +71.8% | +15.3% | +56.4% | +44.8% |
| 1Y | +117.1% | +22.6% | +94.5% | +71.7% |
| 3Y | -20.9% | +74.7% | -95.6% | -56.7% |
| 5Y | -20.2% | +66.1% | -86.4% | -54.3% |
| All | -77.1% | +194.7% | -271.8% | -93.5% |
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