+2,789.4%
PGR vs OVV
+160.1%
+2,629.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.7% |
| 7D | -2.6% | -3.7% | +1.2% | -2.1% |
| 30D | -0.2% | +8.0% | -8.2% | -1.3% |
| 3M | +7.4% | +11.3% | -3.9% | +5.6% |
| 6M | +2.1% | +24.0% | -21.9% | -1.2% |
| YTD | +0.5% | +65.3% | -64.9% | -6.8% |
| 1Y | -6.9% | +60.2% | -67.1% | -13.5% |
| 3Y | +73.2% | +46.9% | +26.2% | +59.7% |
| 5Y | +154.8% | +158.7% | -4.0% | +109.2% |
| 10Y | +786.4% | +50.8% | +735.6% | +549.9% |
| All | +2,789.4% | +160.1% | +2,629.3% | +1,634.8% |
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