+74.1%
OVLH price history and return analytics
+88.4%
-14.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.2% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | -1.6% | -0.7% | -0.9% | -1.1% |
| 3M | +1.8% | +4.0% | -2.2% | -0.9% |
| 6M | +7.9% | +12.3% | -4.4% | -0.3% |
| YTD | +7.1% | +14.0% | -6.9% | -2.1% |
| 1Y | +11.0% | +20.3% | -9.3% | -2.2% |
| 3Y | +54.5% | +75.4% | -20.9% | +4.1% |
| 5Y | +49.8% | +66.0% | -16.2% | +6.2% |
| All | +74.1% | +88.4% | -14.4% | +10.4% |
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