+171.6%
OVV vs TROW
+1,058.8%
-887.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.2% |
| 7D | +0.3% | -1.3% | +1.6% | +0.9% |
| 30D | +11.7% | -4.5% | +16.3% | +14.3% |
| 3M | +9.8% | +3.9% | +5.9% | +6.6% |
| 6M | +26.6% | +22.6% | +4.0% | +12.0% |
| YTD | +67.0% | +10.1% | +56.9% | +55.2% |
| 1Y | +55.9% | +3.6% | +52.3% | +49.3% |
| 3Y | +45.5% | +12.4% | +33.1% | +31.9% |
| 5Y | +157.3% | -37.5% | +194.8% | +207.2% |
| 10Y | +65.0% | +130.0% | -64.9% | +21.3% |
| All | +171.6% | +1,058.8% | -887.1% | +7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling