+38.3%
OVV vs TRU
+65.0%
-26.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.4% | -0.2% |
| 7D | -16.7% | +5.7% | -22.4% | -17.7% |
| 30D | -1.5% | +29.2% | -30.7% | -7.0% |
| 3M | +1.6% | +2.7% | -1.1% | +0.4% |
| 6M | +2.0% | +15.2% | -13.2% | -2.6% |
| YTD | +56.8% | -4.9% | +61.7% | +56.5% |
| 1Y | +64.8% | +3.4% | +61.4% | +59.1% |
| 3Y | +38.3% | +63.2% | -24.9% | +19.7% |
| All | +38.3% | +65.0% | -26.7% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling