+17.6%
OVM price history and return analytics
+138.6%
-121.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | +0.1% | +2.9% | -2.8% | -0.3% |
| 30D | +1.9% | -2.5% | +4.4% | +2.3% |
| 3M | -1.5% | -3.3% | +1.9% | -0.9% |
| 6M | -1.1% | +1.5% | -2.6% | -1.4% |
| YTD | +1.8% | +11.4% | -9.5% | 0.0% |
| 1Y | +2.5% | +11.9% | -9.4% | +0.5% |
| 3Y | +16.8% | +73.9% | -57.0% | +6.7% |
| 5Y | +5.0% | +57.9% | -52.9% | -3.3% |
| All | +17.6% | +138.6% | -121.0% | +1.0% |
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