+158.3%
OVV vs THC
+250.3%
-92.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.3% |
| 3M | +9.8% | +64.2% | -54.5% | -2.3% |
| 6M | +26.6% | +8.3% | +18.3% | +23.3% |
| YTD | +67.0% | +33.4% | +33.6% | +53.6% |
| 1Y | +55.9% | +37.7% | +18.3% | +41.4% |
| 3Y | +45.5% | +236.8% | -191.3% | -0.3% |
| All | +158.3% | +250.3% | -92.0% | +80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling