+56.0%
OVV price history and return analytics
+221.8%
-165.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.2% |
| 7D | +8.0% | +2.4% | +5.7% | +4.0% |
| 30D | -2.0% | -1.5% | -0.5% | -0.5% |
| 3M | +5.4% | -4.1% | +9.5% | +11.2% |
| 6M | +14.3% | +0.6% | +13.7% | +9.6% |
| YTD | +69.4% | +11.0% | +58.4% | +33.7% |
| 1Y | +72.4% | +13.3% | +59.0% | +30.9% |
| 3Y | +58.4% | +73.4% | -15.0% | -43.7% |
| 5Y | +106.1% | +57.4% | +48.7% | -11.3% |
| All | +56.0% | +221.8% | -165.8% | -71.3% |
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