+467.0%
TEAM vs OVV
+48.9%
+418.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -17.2% | -10.7% | -6.5% | -16.3% |
| 30D | -25.1% | -5.3% | -19.8% | -24.7% |
| 3M | +3.9% | +2.4% | +1.5% | +3.6% |
| 6M | +69.1% | +5.7% | +63.5% | +67.6% |
| YTD | -4.5% | +56.8% | -61.2% | -9.5% |
| 1Y | -1.9% | +59.3% | -61.1% | -7.3% |
| 3Y | -9.3% | +49.0% | -58.3% | -14.4% |
| 5Y | -65.2% | +88.1% | -153.3% | -67.8% |
| 10Y | +467.0% | +42.5% | +424.4% | +421.3% |
| All | +467.0% | +48.9% | +418.1% | +421.3% |
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