+71.1%
OVV vs TRU
+0.7%
+70.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.1% |
| 7D | +6.5% | -2.2% | +8.7% | +6.2% |
| 30D | -2.7% | +20.2% | -22.8% | -0.3% |
| 3M | +3.1% | +2.2% | +0.9% | +3.1% |
| 6M | +12.8% | +17.6% | -4.8% | +16.3% |
| YTD | +68.1% | -5.0% | +73.1% | +72.1% |
| All | +71.1% | +0.7% | +70.4% | +73.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling