+285.8%
TEL vs OVV
+58.9%
+226.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.8% |
| 7D | +4.5% | +8.0% | -3.5% | +3.2% |
| 30D | +2.9% | -2.0% | +4.9% | +3.0% |
| 3M | +1.1% | +5.4% | -4.3% | -0.1% |
| 6M | +5.0% | +14.3% | -9.3% | +1.7% |
| YTD | -3.9% | +69.4% | -73.3% | -13.7% |
| 1Y | -7.4% | +72.4% | -79.8% | -17.3% |
| 3Y | +81.0% | +58.4% | +22.6% | +61.5% |
| 5Y | +42.3% | +106.1% | -63.8% | +17.4% |
| All | +285.8% | +58.9% | +226.9% | +155.8% |
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 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