+158.3%
OVV vs PEG
+35.8%
+122.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +0.3% | +0.7% | -0.4% | 0.0% |
| 30D | +11.7% | -2.4% | +14.2% | +12.8% |
| 3M | +9.8% | -4.8% | +14.6% | +11.7% |
| 6M | +26.6% | -10.7% | +37.3% | +32.0% |
| YTD | +67.0% | -6.7% | +73.7% | +70.2% |
| 1Y | +55.9% | -6.8% | +62.8% | +58.6% |
| 3Y | +45.5% | +34.5% | +11.0% | +22.4% |
| All | +158.3% | +35.8% | +122.5% | +120.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling