+54.8%
OVV price history and return analytics
+222.7%
-167.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +3.2% |
| 7D | +6.5% | +2.9% | +3.6% | +1.7% |
| 30D | -2.7% | -2.5% | -0.1% | +0.5% |
| 3M | +3.1% | -3.3% | +6.5% | +7.4% |
| 6M | +12.8% | +1.5% | +11.3% | +6.4% |
| YTD | +68.1% | +11.4% | +56.8% | +32.1% |
| 1Y | +73.6% | +11.9% | +61.7% | +34.8% |
| 3Y | +57.6% | +73.9% | -16.3% | -44.3% |
| 5Y | +104.5% | +57.9% | +46.6% | -12.4% |
| All | +54.8% | +222.7% | -167.9% | -71.6% |
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