+60.2%
OVV vs TD
+63.7%
-3.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.3% |
| 7D | -3.7% | +0.9% | -4.6% | -3.4% |
| 30D | +8.0% | -0.7% | +8.6% | +7.9% |
| 3M | +11.3% | +6.3% | +5.0% | +13.2% |
| 6M | +24.0% | +27.9% | -3.9% | +29.4% |
| YTD | +65.3% | +29.8% | +35.5% | +71.7% |
| 1Y | +60.2% | +63.7% | -3.5% | +56.9% |
| All | +60.2% | +63.7% | -3.6% | +56.9% |
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