+158.7%
OVV vs TRI
-7.1%
+165.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.5% | 0.0% |
| 7D | -3.7% | -7.1% | +3.4% | -2.6% |
| 30D | +8.0% | -2.3% | +10.3% | +8.2% |
| 3M | +11.3% | +19.6% | -8.3% | +6.9% |
| 6M | +24.0% | -8.7% | +32.7% | +25.1% |
| YTD | +65.3% | -22.3% | +87.6% | +74.3% |
| 1Y | +60.2% | -40.7% | +100.8% | +84.1% |
| 3Y | +46.9% | -17.8% | +64.7% | +40.5% |
| 5Y | +158.7% | -8.5% | +167.2% | +124.9% |
| All | +158.7% | -7.1% | +165.8% | +124.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling