+9.1%
TE vs OVV
+58.8%
-49.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.3% |
| 7D | -19.1% | +8.0% | -27.1% | -21.3% |
| 30D | -34.1% | -2.0% | -32.1% | -34.0% |
| 3M | -60.1% | +5.4% | -65.6% | -61.4% |
| 6M | -66.0% | +14.3% | -80.2% | -68.9% |
| YTD | -71.4% | +69.4% | -140.8% | -80.0% |
| 1Y | -45.3% | +72.4% | -117.6% | -62.4% |
| 3Y | +9.1% | +58.4% | -49.2% | -31.5% |
| All | +9.1% | +58.8% | -49.6% | -31.5% |
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 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