+50.0%
TDG vs OVV
+52.7%
-2.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.7% |
| 7D | -2.4% | -3.8% | +1.4% | -2.3% |
| 30D | -8.0% | +1.3% | -9.3% | -8.1% |
| 3M | -10.5% | +14.3% | -24.8% | -11.3% |
| 6M | -11.9% | +21.1% | -33.0% | -13.8% |
| YTD | -15.4% | +66.0% | -81.4% | -20.9% |
| 1Y | -14.2% | +59.3% | -73.5% | -19.5% |
| All | +50.0% | +52.7% | -2.6% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling