+45.1%
OVV vs PTC
+315.4%
-270.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -7.3% | +1.3% | -8.6% | -7.8% |
| 30D | -3.6% | +1.1% | -4.6% | -4.0% |
| 3M | -2.6% | +30.1% | -32.8% | -17.2% |
| 6M | +7.6% | +34.0% | -26.5% | -11.2% |
| YTD | +59.6% | +12.8% | +46.8% | +42.2% |
| 1Y | +62.2% | +10.7% | +51.5% | +45.8% |
| 3Y | +49.6% | +29.6% | +20.0% | +17.5% |
| 5Y | +98.9% | +63.5% | +35.4% | +31.4% |
| 10Y | +45.1% | +316.7% | -271.5% | -32.8% |
| All | +45.1% | +315.4% | -270.2% | -32.8% |
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