+487.4%
OVLY price history and return analytics
+371.8%
+115.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +1.3% | +1.0% | +0.3% | +1.0% |
| 30D | +2.5% | -0.2% | +2.7% | +2.6% |
| 3M | +1.0% | +4.5% | -3.5% | -0.6% |
| 6M | +7.0% | +14.1% | -7.1% | +2.2% |
| YTD | +16.7% | +14.8% | +1.9% | +11.3% |
| 1Y | +20.4% | +21.2% | -0.8% | +12.7% |
| 3Y | +40.9% | +76.6% | -35.7% | +17.8% |
| 5Y | +114.6% | +66.6% | +48.0% | +81.3% |
| 10Y | +307.5% | +222.3% | +85.3% | +202.4% |
| All | +487.4% | +371.8% | +115.6% | +330.7% |
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 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