+42.5%
OVV vs PTC
+326.2%
-283.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | -10.7% | +0.8% | -11.5% | -11.1% |
| 30D | -5.3% | +0.7% | -6.0% | -5.6% |
| 3M | +2.4% | +32.6% | -30.2% | -13.7% |
| 6M | +5.7% | +33.6% | -27.9% | -12.6% |
| YTD | +56.8% | +12.4% | +44.3% | +39.9% |
| 1Y | +59.3% | +11.2% | +48.1% | +42.8% |
| 3Y | +49.0% | +31.7% | +17.3% | +15.9% |
| 5Y | +88.1% | +60.1% | +28.1% | +25.9% |
| 10Y | +42.5% | +317.2% | -274.6% | -33.7% |
| All | +42.5% | +326.2% | -283.6% | -33.7% |
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