+43.4%
OVV vs TRU
+238.0%
-194.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.9% | +4.2% | +0.9% |
| 7D | +0.3% | -6.8% | +7.0% | +3.2% |
| 30D | +11.7% | 0.0% | +11.7% | +11.3% |
| 3M | +9.8% | +13.3% | -3.5% | +2.0% |
| 6M | +26.6% | +3.4% | +23.1% | +20.5% |
| YTD | +67.0% | -6.4% | +73.4% | +64.0% |
| 1Y | +55.9% | -9.7% | +65.6% | +54.2% |
| 3Y | +45.5% | +0.1% | +45.4% | +27.0% |
| 5Y | +157.3% | -34.0% | +191.4% | +180.9% |
| 10Y | +65.0% | +147.9% | -82.9% | -11.8% |
| All | +43.4% | +238.0% | -194.6% | -37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling