+158.3%
OVV vs PFG
+110.8%
+47.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -0.7% |
| 7D | +0.3% | +5.5% | -5.3% | -3.7% |
| 30D | +11.7% | +2.4% | +9.4% | +9.5% |
| 3M | +9.8% | +13.6% | -3.8% | -0.5% |
| 6M | +26.6% | +27.9% | -1.3% | +4.0% |
| YTD | +67.0% | +35.6% | +31.5% | +30.4% |
| 1Y | +55.9% | +48.5% | +7.5% | +12.5% |
| 3Y | +45.5% | +66.9% | -21.4% | -5.2% |
| All | +158.3% | +110.8% | +47.5% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling