+537.0%
TDG vs OVV
+56.5%
+480.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -1.9% | -1.7% | -0.2% | -1.5% |
| 30D | -7.7% | +0.8% | -8.5% | -7.9% |
| 3M | -9.3% | +13.3% | -22.6% | -12.0% |
| 6M | -9.4% | +16.9% | -26.3% | -13.4% |
| YTD | -14.3% | +64.3% | -78.5% | -24.1% |
| 1Y | -11.8% | +54.2% | -66.0% | -21.2% |
| 3Y | +52.0% | +51.3% | +0.6% | +32.4% |
| 5Y | +128.8% | +154.3% | -25.4% | +68.6% |
| All | +537.0% | +56.5% | +480.4% | +226.9% |
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