-49.1%
TE vs OVV
+58.4%
-107.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -3.0% |
| 7D | -10.5% | -10.7% | +0.2% | -14.3% |
| 30D | -32.4% | -5.3% | -27.2% | -33.4% |
| 3M | -60.9% | +2.4% | -63.2% | -60.0% |
| 6M | -62.8% | +5.7% | -68.5% | -61.7% |
| YTD | -65.7% | +56.8% | -122.5% | -66.6% |
| All | -49.1% | +58.4% | -107.5% | -50.5% |
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