+85.3%
OVV vs TPG
+71.4%
+13.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.5% | +0.7% |
| 7D | -2.9% | -11.8% | +8.9% | +1.0% |
| 30D | +0.9% | -6.3% | +7.1% | +2.5% |
| 3M | +11.0% | +13.6% | -2.5% | +5.2% |
| 6M | +22.3% | +13.8% | +8.5% | +14.4% |
| YTD | +65.1% | -23.7% | +88.8% | +78.2% |
| 1Y | +53.1% | -18.2% | +71.3% | +59.2% |
| 3Y | +46.7% | +80.1% | -33.4% | +10.6% |
| All | +85.3% | +71.4% | +13.9% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling