+56.0%
OVV vs PTC
+312.5%
-256.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +8.0% | +0.5% | +7.6% | +7.8% |
| 30D | -2.0% | +1.2% | -3.3% | -2.6% |
| 3M | +5.4% | +27.4% | -21.9% | -9.2% |
| 6M | +14.3% | +39.2% | -24.9% | -7.6% |
| YTD | +69.4% | +12.5% | +56.9% | +51.2% |
| 1Y | +72.4% | +12.3% | +60.1% | +53.8% |
| 3Y | +58.4% | +28.8% | +29.6% | +24.9% |
| 5Y | +106.1% | +60.9% | +45.2% | +37.6% |
| All | +56.0% | +312.5% | -256.5% | -27.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling