-48.8%
TE vs OVV
+70.1%
-118.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.2% | -9.7% | -6.7% |
| 7D | -13.6% | +6.5% | -20.1% | -11.4% |
| 30D | -37.7% | -2.7% | -35.0% | -38.1% |
| 3M | -59.8% | +3.1% | -62.9% | -58.7% |
| 6M | -66.3% | +12.8% | -79.1% | -64.1% |
| YTD | -70.5% | +68.1% | -138.6% | -68.5% |
| 1Y | -48.8% | +73.6% | -122.5% | -45.8% |
| All | -48.8% | +70.1% | -118.9% | -45.8% |
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