+802.8%
TEAM vs OVV
+142.7%
+660.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.5% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | +67.3% | +11.7% | +55.6% | +65.5% |
| 3M | +86.8% | +9.8% | +77.0% | +84.7% |
| 6M | +146.8% | +26.6% | +120.3% | +140.3% |
| YTD | +16.9% | +67.0% | -50.1% | +10.5% |
| 1Y | +12.8% | +55.9% | -43.1% | +7.1% |
| 3Y | -7.3% | +45.5% | -52.8% | -12.1% |
| 5Y | -50.7% | +157.3% | -208.1% | -55.2% |
| 10Y | +529.8% | +65.0% | +464.8% | +442.5% |
| All | +802.8% | +142.7% | +660.1% | +564.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling