+34.6%
OVV vs TRU
+251.7%
-217.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -1.0% |
| 7D | -10.7% | +4.9% | -15.6% | -12.7% |
| 30D | -5.3% | +26.9% | -32.2% | -15.5% |
| 3M | +2.4% | +4.0% | -1.6% | -0.9% |
| 6M | +5.7% | +15.8% | -10.2% | -4.3% |
| YTD | +56.8% | -2.6% | +59.4% | +49.5% |
| 1Y | +59.3% | +3.9% | +55.4% | +46.6% |
| 3Y | +49.0% | +59.2% | -10.2% | +2.5% |
| 5Y | +88.1% | -25.7% | +113.8% | +89.4% |
| 10Y | +42.5% | +179.3% | -136.7% | -29.6% |
| All | +34.6% | +251.7% | -217.0% | -42.8% |
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 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