+56.0%
OVV vs TRU
+183.1%
-127.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.6% | +0.7% |
| 7D | +8.0% | 0.0% | +8.0% | +8.0% |
| 30D | -2.0% | +21.3% | -23.3% | -10.5% |
| 3M | +5.4% | +0.2% | +5.2% | +3.9% |
| 6M | +14.3% | +22.4% | -8.1% | +1.5% |
| YTD | +69.4% | -4.8% | +74.3% | +63.7% |
| 1Y | +72.4% | -0.2% | +72.6% | +62.2% |
| 3Y | +58.4% | +57.9% | +0.5% | +10.7% |
| 5Y | +106.1% | -26.1% | +132.2% | +110.3% |
| All | +56.0% | +183.1% | -127.1% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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