+104.5%
OVV vs PFG
+95.0%
+9.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +3.2% |
| 7D | +6.5% | +0.1% | +6.4% | +6.3% |
| 30D | -2.7% | +5.0% | -7.6% | -6.4% |
| 3M | +3.1% | +0.1% | +3.1% | +2.0% |
| 6M | +12.8% | +13.8% | -1.0% | +1.3% |
| YTD | +68.1% | +31.2% | +36.9% | +34.0% |
| 1Y | +73.6% | +37.1% | +36.6% | +33.6% |
| 3Y | +57.6% | +80.6% | -23.0% | -3.1% |
| 5Y | +104.5% | +93.7% | +10.8% | +11.4% |
| All | +104.5% | +95.0% | +9.6% | +11.4% |
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