+441.0%
TEAM vs OVV
+46.5%
+394.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -5.9% | -4.2% |
| 7D | -22.2% | -7.3% | -14.9% | -21.7% |
| 30D | -28.1% | -3.6% | -24.6% | -27.9% |
| 3M | -2.2% | -2.6% | +0.5% | -2.0% |
| 6M | +62.2% | +7.6% | +54.7% | +60.5% |
| YTD | -8.4% | +59.6% | -68.0% | -13.3% |
| 1Y | -6.6% | +62.2% | -68.8% | -11.9% |
| 3Y | -15.7% | +49.6% | -65.3% | -20.5% |
| 5Y | -65.7% | +98.9% | -164.7% | -68.4% |
| 10Y | +441.0% | +45.1% | +395.8% | +396.2% |
| All | +441.0% | +46.5% | +394.4% | +396.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling