+171.6%
OVV vs TD
+2,167.3%
-1,995.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.4% | -0.5% |
| 7D | +0.3% | +0.3% | -0.1% | -0.1% |
| 30D | +11.7% | +0.4% | +11.3% | +10.9% |
| 3M | +9.8% | +7.6% | +2.2% | +1.3% |
| 6M | +26.6% | +25.0% | +1.6% | -0.3% |
| YTD | +67.0% | +31.0% | +36.0% | +25.5% |
| 1Y | +55.9% | +65.2% | -9.3% | -6.6% |
| 3Y | +45.5% | +122.5% | -77.0% | -35.9% |
| 5Y | +157.3% | +124.8% | +32.5% | +14.2% |
| 10Y | +65.0% | +298.2% | -233.2% | -39.6% |
| All | +171.6% | +2,167.3% | -1,995.6% | -62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling