+158.3%
OVV vs TRGP
+621.9%
-463.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -0.5% |
| 7D | +0.3% | +0.8% | -0.5% | -0.5% |
| 30D | +11.7% | +11.5% | +0.2% | -0.7% |
| 3M | +9.8% | +9.0% | +0.8% | -0.2% |
| 6M | +26.6% | +20.5% | +6.1% | +3.2% |
| YTD | +67.0% | +59.5% | +7.5% | +1.5% |
| 1Y | +55.9% | +77.9% | -22.0% | -16.3% |
| 3Y | +45.5% | +253.6% | -208.1% | -66.6% |
| All | +158.3% | +621.9% | -463.5% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling