+56.5%
OVV vs TRU
+146.7%
-90.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | -3.8% | -6.5% | +2.7% | -1.2% |
| 30D | +1.3% | -2.5% | +3.8% | +2.0% |
| 3M | +14.3% | +10.4% | +4.0% | +7.8% |
| 6M | +21.1% | +1.6% | +19.5% | +16.4% |
| YTD | +66.0% | -9.7% | +75.7% | +65.8% |
| 1Y | +59.3% | -17.3% | +76.5% | +64.4% |
| 3Y | +47.6% | -1.8% | +49.4% | +30.8% |
| 5Y | +162.0% | -36.2% | +198.2% | +193.6% |
| 10Y | +56.5% | +143.2% | -86.7% | +9.8% |
| All | +56.5% | +146.7% | -90.2% | +9.8% |
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