-0.8%
TEL vs OVV
+59.6%
-60.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.1% |
| 7D | +1.2% | -3.8% | +5.0% | +0.6% |
| 30D | -4.1% | +1.3% | -5.4% | -3.9% |
| 3M | -2.6% | +14.3% | -16.9% | -0.4% |
| 6M | 0.0% | +21.1% | -21.1% | +1.2% |
| YTD | -9.1% | +66.0% | -75.1% | -11.1% |
| 1Y | -0.8% | +59.3% | -60.1% | -2.9% |
| All | -0.8% | +59.6% | -60.5% | -2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling