+72.0%
OVV vs PTC
+0.1%
+71.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.6% |
| 7D | -12.1% | +0.1% | -12.2% | -12.1% |
| 30D | +2.9% | +1.5% | +1.4% | +2.9% |
| 3M | +3.7% | +37.8% | -34.1% | +3.4% |
| 6M | +0.6% | +41.2% | -40.6% | +1.6% |
| YTD | +62.5% | +12.0% | +50.4% | +58.7% |
| 1Y | +72.0% | +1.6% | +70.4% | +67.2% |
| All | +72.0% | +0.1% | +71.9% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling