+50.5%
OVV vs TRU
+0.4%
+50.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.9% | +4.2% | -0.6% |
| 7D | +0.3% | -6.8% | +7.0% | +1.6% |
| 30D | +11.7% | 0.0% | +11.7% | +11.6% |
| 3M | +9.8% | +13.3% | -3.5% | +6.3% |
| 6M | +26.6% | +3.4% | +23.1% | +24.5% |
| YTD | +67.0% | -6.4% | +73.4% | +67.6% |
| 1Y | +55.9% | -9.7% | +65.6% | +57.3% |
| All | +50.5% | +0.4% | +50.1% | +51.4% |
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 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