+59.3%
OVV vs TROW
+5.3%
+54.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +2.0% | +0.3% |
| 7D | -3.8% | -1.5% | -2.3% | -3.9% |
| 30D | +1.3% | -5.3% | +6.6% | +0.9% |
| 3M | +14.3% | +2.9% | +11.4% | +13.4% |
| 6M | +21.1% | +22.2% | -1.1% | +19.0% |
| YTD | +66.0% | +8.1% | +57.9% | +63.1% |
| 1Y | +59.3% | +5.8% | +53.5% | +57.2% |
| All | +59.3% | +5.3% | +54.0% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling