+45.1%
OVV vs TRGP
+762.8%
-717.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | -0.7% |
| 7D | -7.3% | -5.8% | -1.5% | -2.4% |
| 30D | -3.6% | -1.5% | -2.1% | -2.5% |
| 3M | -2.6% | +6.1% | -8.7% | -8.4% |
| 6M | +7.6% | +14.4% | -6.8% | -5.5% |
| YTD | +59.6% | +55.3% | +4.3% | +6.7% |
| 1Y | +62.2% | +69.1% | -6.9% | +0.5% |
| 3Y | +49.6% | +254.3% | -204.7% | -52.9% |
| 5Y | +98.9% | +471.4% | -372.5% | -56.3% |
| 10Y | +45.1% | +773.0% | -727.9% | -68.3% |
| All | +45.1% | +762.8% | -717.6% | -68.3% |
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