+53.7%
OVV vs PFG
+84.5%
-30.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.2% | +3.6% |
| 7D | +1.2% | -2.2% | +3.5% | +2.4% |
| 30D | -2.5% | +6.4% | -8.9% | -6.2% |
| 3M | +0.5% | +2.2% | -1.7% | -1.4% |
| 6M | +8.5% | +16.3% | -7.8% | -2.2% |
| YTD | +64.5% | +33.2% | +31.2% | +33.0% |
| 1Y | +64.7% | +40.6% | +24.1% | +27.5% |
| All | +53.7% | +84.5% | -30.8% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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