+83.5%
OVV vs TRU
-26.8%
+110.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.4% | -0.2% |
| 7D | -16.7% | +5.7% | -22.4% | -17.9% |
| 30D | -1.5% | +29.2% | -30.7% | -7.9% |
| 3M | +1.6% | +2.7% | -1.1% | +0.2% |
| 6M | +2.0% | +15.2% | -13.2% | -3.3% |
| YTD | +56.8% | -4.9% | +61.7% | +54.9% |
| 1Y | +64.8% | +3.4% | +61.4% | +58.1% |
| 3Y | +38.3% | +63.2% | -24.9% | +13.4% |
| All | +83.5% | -26.8% | +110.3% | +102.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling