+54.9%
OVV vs TPG
-18.2%
+73.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.5% | -0.8% |
| 7D | -2.9% | -11.8% | +8.9% | -3.5% |
| 30D | +0.9% | -6.3% | +7.1% | +0.6% |
| 3M | +11.0% | +13.6% | -2.5% | +11.5% |
| 6M | +22.3% | +13.8% | +8.5% | +23.0% |
| YTD | +65.1% | -23.7% | +88.8% | +71.5% |
| All | +54.9% | -18.2% | +73.1% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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