+48.2%
OVV vs PRU
+115.4%
-67.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +1.8% |
| 7D | -16.7% | +2.4% | -19.1% | -19.2% |
| 30D | -1.5% | +6.1% | -7.6% | -8.0% |
| 3M | +1.6% | -0.7% | +2.3% | +0.5% |
| 6M | +2.0% | +22.1% | -20.0% | -17.5% |
| YTD | +56.8% | +9.8% | +47.0% | +36.5% |
| 1Y | +64.8% | +19.4% | +45.5% | +31.9% |
| 3Y | +38.3% | +50.4% | -12.1% | -14.5% |
| 5Y | +84.9% | +37.2% | +47.7% | +23.1% |
| All | +48.2% | +115.4% | -67.2% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling