-76.0%
PCG vs OVV
+58.9%
-134.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.0% |
| 7D | +2.2% | +8.0% | -5.9% | +0.9% |
| 30D | +0.8% | -2.0% | +2.8% | +0.9% |
| 3M | -23.8% | +5.4% | -29.2% | -24.8% |
| 6M | -19.6% | +14.3% | -33.9% | -22.0% |
| YTD | -16.7% | +69.4% | -86.2% | -24.9% |
| 1Y | -19.4% | +72.4% | -91.7% | -27.5% |
| 3Y | -18.3% | +58.4% | -76.7% | -27.3% |
| 5Y | +10.4% | +106.1% | -95.7% | -9.8% |
| All | -76.0% | +58.9% | -134.8% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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