+48.2%
OVV vs IT
-46.5%
+94.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +2.9% | -1.4% |
| 7D | +0.3% | -6.0% | +6.3% | +0.7% |
| 30D | +11.7% | 0.0% | +11.7% | +11.7% |
| 3M | +9.8% | +13.1% | -3.3% | +8.5% |
| 6M | +26.6% | +11.7% | +14.9% | +24.9% |
| YTD | +67.0% | -26.1% | +93.1% | +72.3% |
| 1Y | +55.9% | -21.3% | +77.2% | +58.4% |
| All | +48.2% | -46.5% | +94.8% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling