-8.1%
TDG vs OVV
+75.5%
-83.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.4% |
| 7D | +1.7% | +8.0% | -6.4% | +3.8% |
| 30D | +9.7% | -2.0% | +11.7% | +9.1% |
| 3M | -2.3% | +5.4% | -7.8% | -0.9% |
| 6M | +1.3% | +14.3% | -12.9% | +5.8% |
| YTD | -8.5% | +69.4% | -77.9% | -3.1% |
| 1Y | -8.1% | +72.4% | -80.5% | -2.8% |
| All | -8.1% | +75.5% | -83.6% | -2.8% |
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 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