+72.0%
OVV vs TMF
-23.9%
+95.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.5% | -8.1% | -4.6% |
| 7D | -12.1% | +4.0% | -16.1% | -10.7% |
| 30D | +2.9% | +19.5% | -16.6% | +10.8% |
| 3M | +3.7% | -3.5% | +7.2% | +1.6% |
| 6M | +0.6% | -10.6% | +11.2% | -3.7% |
| YTD | +62.5% | -17.1% | +79.5% | +52.6% |
| 1Y | +72.0% | -24.3% | +96.3% | +63.1% |
| All | +72.0% | -23.9% | +95.9% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling