+72.0%
OVV vs TD
+61.0%
+11.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.8% | -8.4% | -4.6% |
| 7D | -12.1% | +1.4% | -13.5% | -11.5% |
| 30D | +2.9% | +10.2% | -7.4% | +6.3% |
| 3M | +3.7% | +8.1% | -4.4% | +6.7% |
| 6M | +0.6% | +22.3% | -21.7% | +8.7% |
| YTD | +62.5% | +39.0% | +23.4% | +80.8% |
| 1Y | +72.0% | +62.6% | +9.4% | +97.1% |
| All | +72.0% | +61.0% | +11.0% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 1y: compounded portfolio wealth divided by compounded TD 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…
1y analysis · Full analysis span regression · 6 months rolling