+50.7%
TEL vs OVV
+153.1%
-102.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.6% |
| 7D | -1.4% | -3.7% | +2.3% | -0.8% |
| 30D | -4.9% | +8.0% | -12.9% | -6.3% |
| 3M | +0.1% | +11.3% | -11.2% | -2.4% |
| 6M | +0.4% | +24.0% | -23.6% | -5.0% |
| YTD | -8.9% | +65.3% | -74.2% | -19.4% |
| 1Y | -0.3% | +60.2% | -60.5% | -11.5% |
| 3Y | +67.6% | +46.9% | +20.7% | +47.8% |
| 5Y | +50.7% | +158.7% | -108.0% | +12.5% |
| All | +50.7% | +153.1% | -102.4% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling