+71.2%
OVLH price history and return analytics
+83.0%
-11.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | 0.0% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -3.1% | -3.1% | 0.0% | -1.1% |
| 3M | -3.2% | -3.5% | +0.3% | -0.9% |
| 6M | -0.3% | +0.5% | -0.7% | -0.7% |
| YTD | +5.3% | +10.8% | -5.4% | -1.9% |
| 1Y | +4.8% | +11.9% | -7.1% | -3.1% |
| 3Y | +54.6% | +73.0% | -18.3% | +5.1% |
| 5Y | +44.3% | +58.6% | -14.3% | +5.7% |
| All | +71.2% | +83.0% | -11.8% | +10.7% |
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