+45.1%
OVV price history and return analytics
+217.6%
-172.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.6% |
| 7D | -7.3% | -0.1% | -7.1% | -7.6% |
| 30D | -3.6% | -3.1% | -0.5% | +0.5% |
| 3M | -2.6% | -3.5% | +0.9% | +1.6% |
| 6M | +7.6% | +0.5% | +7.1% | +3.3% |
| YTD | +59.6% | +10.8% | +48.8% | +26.4% |
| 1Y | +62.2% | +11.9% | +50.3% | +25.8% |
| 3Y | +49.6% | +73.0% | -23.4% | -46.7% |
| 5Y | +98.9% | +58.6% | +40.3% | -15.8% |
| 10Y | +45.1% | +219.2% | -174.0% | -74.0% |
| All | +45.1% | +217.6% | -172.5% | -74.0% |
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