+83.5%
OVV vs PEG
+33.6%
+49.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.4% |
| 7D | -16.7% | -2.3% | -14.4% | -15.9% |
| 30D | -1.5% | +1.2% | -2.7% | -2.1% |
| 3M | +1.6% | -2.4% | +3.9% | +2.3% |
| 6M | +2.0% | -6.9% | +8.9% | +4.5% |
| YTD | +56.8% | -7.2% | +64.0% | +59.8% |
| 1Y | +64.8% | -8.9% | +73.7% | +69.4% |
| 3Y | +38.3% | +27.1% | +11.1% | +19.3% |
| All | +83.5% | +33.6% | +49.9% | +42.8% |
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