+58.4%
OVV vs PPG
+2.6%
+55.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +8.0% | +0.7% | +7.3% | +8.0% |
| 30D | -2.0% | +17.6% | -19.6% | -4.0% |
| 3M | +5.4% | +7.5% | -2.0% | +4.5% |
| 6M | +14.3% | +17.6% | -3.4% | +9.7% |
| YTD | +69.4% | +22.6% | +46.9% | +56.6% |
| 1Y | +72.4% | +28.0% | +44.4% | +56.0% |
| 3Y | +58.4% | +1.8% | +56.6% | +47.7% |
| All | +58.4% | +2.6% | +55.8% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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