+3.8%
PCG vs OVV
+162.8%
-159.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.2% | +2.7% |
| 7D | -13.9% | +0.3% | -14.1% | -14.0% |
| 30D | -16.9% | +11.7% | -28.6% | -18.5% |
| 3M | -14.7% | +9.8% | -24.5% | -16.3% |
| 6M | -23.8% | +26.6% | -50.4% | -27.2% |
| YTD | -10.5% | +67.0% | -77.5% | -18.4% |
| 1Y | -5.1% | +55.9% | -61.0% | -12.7% |
| 3Y | -11.6% | +45.5% | -57.1% | -19.6% |
| 5Y | +59.0% | +157.3% | -98.3% | +27.1% |
| 10Y | -75.7% | +65.0% | -140.7% | -84.2% |
| All | +3.8% | +162.8% | -159.0% | -63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling