+42.5%
OVV vs TSN
+13.2%
+29.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.2% |
| 7D | -10.7% | +4.9% | -15.6% | -13.1% |
| 30D | -5.3% | +12.1% | -17.3% | -10.8% |
| 3M | +2.4% | +4.1% | -1.7% | -0.3% |
| 6M | +5.7% | -10.9% | +16.5% | +10.4% |
| YTD | +56.8% | +4.8% | +52.0% | +49.3% |
| 1Y | +59.3% | +17.6% | +41.6% | +42.3% |
| 3Y | +49.0% | +43.2% | +5.8% | +14.9% |
| 5Y | +88.1% | -13.9% | +102.0% | +90.8% |
| 10Y | +42.5% | +11.8% | +30.7% | +21.8% |
| All | +42.5% | +13.2% | +29.4% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 10y: compounded portfolio wealth divided by compounded TSN 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…
10y analysis · Full analysis span regression · 6 months rolling