+50.8%
OVV vs TD
+295.4%
-244.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.1% |
| 7D | -3.7% | +0.9% | -4.6% | -4.8% |
| 30D | +8.0% | -0.7% | +8.6% | +8.2% |
| 3M | +11.3% | +6.3% | +5.0% | +1.1% |
| 6M | +24.0% | +27.9% | -3.9% | -13.6% |
| YTD | +65.3% | +29.8% | +35.5% | +12.3% |
| 1Y | +60.2% | +63.7% | -3.5% | -21.1% |
| 3Y | +46.9% | +128.3% | -81.4% | -56.8% |
| 5Y | +158.7% | +125.5% | +33.2% | -24.7% |
| 10Y | +50.8% | +296.7% | -245.9% | -67.4% |
| All | +50.8% | +295.4% | -244.5% | -67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling