+95.4%
OVV vs PTC
+62.1%
+33.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.1% |
| 7D | +1.2% | +0.5% | +0.7% | +1.1% |
| 30D | -2.5% | +0.9% | -3.4% | -2.8% |
| 3M | +0.5% | +30.4% | -29.9% | -8.9% |
| 6M | +8.5% | +34.4% | -25.9% | -3.2% |
| YTD | +64.5% | +12.6% | +51.9% | +56.6% |
| 1Y | +64.7% | +10.2% | +54.5% | +58.1% |
| 3Y | +54.1% | +29.4% | +24.8% | +30.0% |
| 5Y | +95.4% | +63.7% | +31.7% | +42.8% |
| All | +95.4% | +62.1% | +33.3% | +42.8% |
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 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