-7.9%
TEAM vs OVV
+45.7%
-53.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.3% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | +67.3% | +11.7% | +55.6% | +63.8% |
| 3M | +86.8% | +9.8% | +77.0% | +82.6% |
| 6M | +146.8% | +26.6% | +120.3% | +131.9% |
| YTD | +16.9% | +67.0% | -50.1% | +1.2% |
| 1Y | +12.8% | +55.9% | -43.1% | -0.9% |
| All | -7.9% | +45.7% | -53.6% | -21.8% |
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