-5.8%
TDG vs OVV
+75.2%
-81.0%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.6% | +6.3% | -0.7% |
| 7D | +7.1% | -12.1% | +19.2% | +3.7% |
| 30D | +11.4% | +2.9% | +8.5% | +12.0% |
| 3M | -4.6% | +3.7% | -8.2% | -3.6% |
| 6M | +5.8% | +0.6% | +5.2% | +7.4% |
| YTD | -8.5% | +62.5% | -71.0% | -5.2% |
| 1Y | -5.8% | +72.0% | -77.8% | -3.2% |
| All | -5.8% | +75.2% | -81.0% | -3.2% |
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