+167.5%
OVV vs TROW
+1,082.9%
-915.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.1% |
| 7D | +1.2% | -1.7% | +2.9% | +2.1% |
| 30D | -2.5% | +6.4% | -9.0% | -6.2% |
| 3M | +0.5% | -1.5% | +2.0% | +0.6% |
| 6M | +8.5% | +8.3% | +0.2% | +2.3% |
| YTD | +64.5% | +12.4% | +52.0% | +50.3% |
| 1Y | +64.7% | +12.4% | +52.3% | +50.3% |
| 3Y | +54.1% | +38.3% | +15.8% | +24.9% |
| 5Y | +95.4% | -35.2% | +130.6% | +127.8% |
| 10Y | +54.9% | +128.8% | -73.9% | +13.3% |
| All | +167.5% | +1,082.9% | -915.5% | +4.3% |
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