+56.5%
OVV vs TRGP
+827.0%
-770.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +1.3% |
| 7D | -3.8% | -0.7% | -3.1% | -3.2% |
| 30D | +1.3% | +9.5% | -8.2% | -7.0% |
| 3M | +14.3% | +10.8% | +3.5% | +3.8% |
| 6M | +21.1% | +25.3% | -4.2% | -1.6% |
| YTD | +66.0% | +60.3% | +5.8% | +8.3% |
| 1Y | +59.3% | +84.6% | -25.3% | -8.9% |
| 3Y | +47.6% | +264.4% | -216.8% | -54.5% |
| 5Y | +162.0% | +636.6% | -474.6% | -53.4% |
| 10Y | +56.5% | +848.9% | -792.4% | -68.2% |
| All | +56.5% | +827.0% | -770.5% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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