+13,805.5%
TDG vs OVV
-14.5%
+13,820.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | +1.7% | +8.0% | -6.4% | 0.0% |
| 30D | +9.7% | -2.0% | +11.7% | +9.8% |
| 3M | -2.3% | +5.4% | -7.8% | -4.0% |
| 6M | +1.3% | +14.3% | -12.9% | -2.8% |
| YTD | -8.5% | +69.4% | -77.9% | -20.4% |
| 1Y | -8.1% | +72.4% | -80.5% | -20.5% |
| 3Y | +43.4% | +58.4% | -15.0% | +22.7% |
| 5Y | +127.8% | +106.1% | +21.7% | +74.3% |
| 10Y | +554.4% | +59.6% | +494.8% | +280.5% |
| All | +13,805.5% | -14.5% | +13,820.0% | +8,111.0% |
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