+158.7%
OVV vs TRU
-35.2%
+194.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.3% |
| 7D | -3.7% | -7.2% | +3.5% | -2.0% |
| 30D | +8.0% | -2.8% | +10.8% | +8.6% |
| 3M | +11.3% | +13.0% | -1.7% | +6.8% |
| 6M | +24.0% | +0.7% | +23.3% | +21.8% |
| YTD | +65.3% | -9.0% | +74.3% | +66.0% |
| 1Y | +60.2% | -16.3% | +76.5% | +64.4% |
| 3Y | +46.9% | -1.1% | +48.0% | +40.1% |
| 5Y | +158.7% | -36.0% | +194.7% | +196.6% |
| All | +158.7% | -35.2% | +194.0% | +196.6% |
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