+64.7%
OVV vs PEG
-7.6%
+72.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.6% | +3.0% |
| 7D | +1.2% | +1.5% | -0.2% | +1.4% |
| 30D | -2.5% | +5.0% | -7.5% | -2.1% |
| 3M | +0.5% | -0.3% | +0.8% | +0.3% |
| 6M | +8.5% | -2.7% | +11.1% | +8.3% |
| YTD | +64.5% | -5.1% | +69.5% | +58.9% |
| 1Y | +64.7% | -8.3% | +72.9% | +62.9% |
| All | +64.7% | -7.6% | +72.3% | +62.9% |
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