+106.0%
OVV vs PTC
+60.7%
+45.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +8.0% | +0.5% | +7.6% | +7.9% |
| 30D | -2.0% | +1.2% | -3.3% | -2.4% |
| 3M | +5.4% | +27.4% | -21.9% | -3.5% |
| 6M | +14.3% | +39.2% | -24.9% | +0.5% |
| YTD | +69.4% | +12.5% | +56.9% | +61.3% |
| 1Y | +72.4% | +12.3% | +60.1% | +64.1% |
| 3Y | +58.4% | +28.8% | +29.6% | +33.7% |
| All | +106.0% | +60.7% | +45.3% | +51.2% |
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