+83.5%
OVV vs PTC
+55.9%
+27.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.7% |
| 7D | -16.7% | -0.2% | -16.4% | -16.6% |
| 30D | -1.5% | +0.8% | -2.3% | -1.7% |
| 3M | +1.6% | +32.1% | -30.5% | -8.4% |
| 6M | +2.0% | +42.6% | -40.6% | -11.5% |
| YTD | +56.8% | +12.0% | +44.8% | +49.5% |
| 1Y | +64.8% | +12.2% | +52.7% | +56.8% |
| 3Y | +38.3% | +31.2% | +7.0% | +15.5% |
| All | +83.5% | +55.9% | +27.6% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling