+30.4%
PNC vs OVV
+75.5%
-45.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.6% |
| 7D | +3.1% | +8.0% | -5.0% | +3.3% |
| 30D | +7.6% | -2.0% | +9.7% | +7.5% |
| 3M | -8.1% | +5.4% | -13.6% | -8.0% |
| 6M | +12.6% | +14.3% | -1.7% | +13.2% |
| YTD | +15.0% | +69.4% | -54.5% | +11.6% |
| 1Y | +30.4% | +72.4% | -42.0% | +26.6% |
| All | +30.4% | +75.5% | -45.1% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling