+114.4%
OVS price history and return analytics
+138.6%
-24.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | +2.9% | +2.9% | 0.0% | -0.4% |
| 30D | +1.3% | -2.5% | +3.8% | +4.4% |
| 3M | -6.1% | -3.3% | -2.7% | -2.3% |
| 6M | +3.3% | +1.5% | +1.8% | +1.3% |
| YTD | +19.1% | +11.4% | +7.8% | +4.7% |
| 1Y | +20.7% | +11.9% | +8.8% | +5.6% |
| 3Y | +68.4% | +73.9% | -5.5% | -10.5% |
| 5Y | +27.1% | +57.9% | -30.7% | -24.1% |
| All | +114.4% | +138.6% | -24.2% | -16.4% |
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