+173.4%
OVV vs TROW
+1,056.5%
-883.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.5% | +3.4% |
| 7D | +6.5% | -0.5% | +7.0% | +6.7% |
| 30D | -2.7% | +6.7% | -9.4% | -6.5% |
| 3M | +3.1% | -1.7% | +4.8% | +3.3% |
| 6M | +12.8% | +7.8% | +5.0% | +6.6% |
| YTD | +68.1% | +9.9% | +58.2% | +55.4% |
| 1Y | +73.6% | +8.7% | +64.9% | +61.2% |
| 3Y | +57.6% | +35.2% | +22.4% | +29.2% |
| 5Y | +104.5% | -37.5% | +142.0% | +142.9% |
| 10Y | +58.4% | +123.7% | -65.3% | +17.2% |
| All | +173.4% | +1,056.5% | -883.1% | +7.8% |
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 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