-12.9%
TEAM vs OVV
+54.1%
-67.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.0% | -0.5% | +2.0% |
| 7D | -19.7% | +1.2% | -20.9% | -19.9% |
| 30D | -26.6% | -2.5% | -24.1% | -26.4% |
| 3M | -1.1% | +0.5% | -1.6% | -1.4% |
| 6M | +74.6% | +8.5% | +66.1% | +70.7% |
| YTD | -6.0% | +64.5% | -70.4% | -18.4% |
| 1Y | -3.2% | +64.7% | -67.9% | -16.3% |
| All | -12.9% | +54.1% | -67.0% | -26.0% |
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