+155.0%
OVV vs TD
+2,197.5%
-2,042.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.1% |
| 7D | -16.7% | -1.7% | -15.0% | -15.6% |
| 30D | -1.5% | +8.2% | -9.7% | -8.9% |
| 3M | +1.6% | +1.7% | -0.1% | -1.2% |
| 6M | +2.0% | +14.2% | -12.2% | -12.0% |
| YTD | +56.8% | +32.8% | +24.1% | +15.5% |
| 1Y | +64.8% | +55.5% | +9.4% | +4.0% |
| 3Y | +38.3% | +129.6% | -91.4% | -41.2% |
| 5Y | +84.9% | +102.2% | -17.3% | -10.0% |
| 10Y | +54.5% | +306.3% | -251.8% | -44.9% |
| All | +155.0% | +2,197.5% | -2,042.5% | -65.4% |
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