+59.3%
OVV vs TRU
-16.5%
+75.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | -3.8% | -6.5% | +2.7% | -4.3% |
| 30D | +1.3% | -2.5% | +3.8% | +1.1% |
| 3M | +14.3% | +10.4% | +4.0% | +15.7% |
| 6M | +21.1% | +1.6% | +19.5% | +23.2% |
| YTD | +66.0% | -9.7% | +75.7% | +70.5% |
| 1Y | +59.3% | -17.3% | +76.5% | +63.4% |
| All | +59.3% | -16.5% | +75.8% | +63.4% |
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