+58.4%
OVV vs THC
+1,000.2%
-941.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | +0.3% | -0.7% | +0.9% | +0.4% |
| 30D | +11.7% | +1.3% | +10.5% | +11.1% |
| 3M | +9.8% | +64.2% | -54.5% | -8.6% |
| 6M | +26.6% | +8.3% | +18.3% | +20.2% |
| YTD | +67.0% | +33.4% | +33.6% | +46.1% |
| 1Y | +55.9% | +37.7% | +18.3% | +33.7% |
| 3Y | +45.5% | +236.8% | -191.3% | -14.7% |
| 5Y | +157.3% | +249.3% | -91.9% | +38.1% |
| All | +58.4% | +1,000.2% | -941.9% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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