+59.3%
OVV vs PEG
-6.5%
+65.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.4% | +0.2% |
| 7D | -10.7% | +0.9% | -11.6% | -10.7% |
| 30D | -5.3% | +3.8% | -9.1% | -5.0% |
| 3M | +2.4% | +0.1% | +2.3% | +2.3% |
| 6M | +5.7% | -1.0% | +6.6% | +5.5% |
| YTD | +56.8% | -4.1% | +60.9% | +51.6% |
| All | +59.3% | -6.5% | +65.8% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling