+55.4%
OVV vs TROW
+132.8%
-77.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.4% |
| 7D | -2.9% | -3.0% | +0.1% | -0.7% |
| 30D | +0.9% | -5.5% | +6.3% | +5.0% |
| 3M | +11.0% | +2.3% | +8.8% | +7.4% |
| 6M | +22.3% | +23.9% | -1.6% | +1.4% |
| YTD | +65.1% | +7.9% | +57.2% | +50.2% |
| 1Y | +53.1% | +6.1% | +47.0% | +40.4% |
| 3Y | +46.7% | +13.8% | +32.9% | +23.0% |
| 5Y | +155.5% | -38.2% | +193.7% | +248.6% |
| All | +55.4% | +132.8% | -77.3% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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