+55.4%
OVV vs TRI
+191.2%
-135.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -2.9% | -14.4% | +11.5% | +2.7% |
| 30D | +0.9% | -8.1% | +9.0% | +3.6% |
| 3M | +11.0% | +17.5% | -6.5% | +1.6% |
| 6M | +22.3% | -5.0% | +27.2% | +21.2% |
| YTD | +65.1% | -24.7% | +89.8% | +80.5% |
| 1Y | +53.1% | -41.5% | +94.6% | +91.6% |
| 3Y | +46.7% | -20.3% | +67.0% | +43.0% |
| 5Y | +155.5% | -10.9% | +166.4% | +124.7% |
| All | +55.4% | +191.2% | -135.8% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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