+86.1%
OVV vs PRU
+38.4%
+47.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.3% | +0.4% | -0.6% |
| 7D | -14.9% | +4.8% | -19.7% | -18.1% |
| 30D | -0.9% | +7.9% | -8.8% | -6.9% |
| 3M | +5.6% | +3.1% | +2.5% | +2.3% |
| 6M | -2.5% | +25.2% | -27.7% | -18.6% |
| YTD | +57.8% | +12.7% | +45.1% | +40.3% |
| 1Y | +70.1% | +23.5% | +46.6% | +39.7% |
| 3Y | +35.1% | +50.6% | -15.4% | -9.1% |
| 5Y | +86.1% | +40.9% | +45.2% | +27.7% |
| All | +86.1% | +38.4% | +47.7% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling