+58.4%
OVV vs TD
+132.8%
-74.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +8.0% | +1.1% | +6.9% | +7.7% |
| 30D | -2.0% | +5.2% | -7.2% | -3.9% |
| 3M | +5.4% | +1.2% | +4.2% | +4.7% |
| 6M | +14.3% | +17.7% | -3.5% | +5.8% |
| YTD | +69.4% | +34.2% | +35.2% | +45.2% |
| 1Y | +72.4% | +55.4% | +16.9% | +34.3% |
| 3Y | +58.4% | +130.4% | -72.0% | -10.3% |
| All | +58.4% | +132.8% | -74.5% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling