+45.1%
OVV vs PRU
+107.2%
-62.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +0.9% |
| 7D | -7.3% | +3.8% | -11.0% | -11.1% |
| 30D | -3.6% | +9.0% | -12.6% | -12.2% |
| 3M | -2.6% | +2.1% | -4.8% | -6.2% |
| 6M | +7.6% | +25.4% | -17.8% | -15.2% |
| YTD | +59.6% | +13.5% | +46.1% | +34.7% |
| 1Y | +62.2% | +21.3% | +40.9% | +27.8% |
| 3Y | +49.6% | +55.1% | -5.5% | -10.3% |
| 5Y | +98.9% | +43.6% | +55.4% | +26.6% |
| 10Y | +45.1% | +99.2% | -54.1% | -14.3% |
| All | +45.1% | +107.2% | -62.1% | -14.3% |
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