+14,122.2%
TDG vs OVV
-17.0%
+14,139.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +0.9% |
| 7D | +2.3% | +1.2% | +1.1% | +2.0% |
| 30D | +11.2% | -2.5% | +13.7% | +11.4% |
| 3M | +0.2% | +0.5% | -0.3% | -0.4% |
| 6M | +3.9% | +8.5% | -4.6% | +0.8% |
| YTD | -6.4% | +64.5% | -70.8% | -18.0% |
| 1Y | -3.8% | +64.7% | -68.5% | -15.9% |
| 3Y | +46.8% | +54.1% | -7.4% | +26.3% |
| 5Y | +128.3% | +95.4% | +32.8% | +76.7% |
| 10Y | +569.3% | +54.9% | +514.3% | +291.7% |
| All | +14,122.2% | -17.0% | +14,139.2% | +8,352.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling