+139.2%
OVV vs PFGC
+465.8%
-326.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.3% | +0.2% |
| 7D | -16.7% | +8.5% | -25.2% | -20.2% |
| 30D | -1.5% | +15.0% | -16.5% | -8.0% |
| 3M | +1.6% | -6.2% | +7.7% | +2.8% |
| 6M | +2.0% | +15.7% | -13.7% | -6.1% |
| YTD | +56.8% | +19.6% | +37.3% | +39.4% |
| 1Y | +64.8% | +13.2% | +51.6% | +49.9% |
| 3Y | +38.3% | +77.0% | -38.7% | +2.3% |
| 5Y | +84.9% | +121.5% | -36.6% | +19.0% |
| 10Y | +54.5% | +354.5% | -300.0% | -14.2% |
| All | +139.2% | +465.8% | -326.6% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 all: compounded portfolio wealth divided by compounded PFGC 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…
all analysis · Full analysis span regression · 6 months rolling