+15.1%
TEAM vs OVV
+75.2%
-60.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.6% | +5.0% | -1.5% |
| 7D | -13.7% | -12.1% | -1.6% | -15.3% |
| 30D | -3.4% | +2.9% | -6.3% | -2.6% |
| 3M | +72.1% | +3.7% | +68.4% | +74.5% |
| 6M | +103.8% | +0.6% | +103.2% | +105.6% |
| YTD | +17.1% | +62.5% | -45.3% | +31.7% |
| 1Y | +15.1% | +72.0% | -56.9% | +26.5% |
| All | +15.1% | +75.2% | -60.1% | +26.5% |
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