+41.6%
TEL vs OVV
+84.0%
-42.4%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.4% |
| 7D | -2.8% | -16.7% | +13.8% | +0.1% |
| 30D | -4.1% | -1.5% | -2.6% | -4.1% |
| 3M | -3.4% | +1.6% | -4.9% | -4.2% |
| 6M | -3.5% | +2.0% | -5.5% | -4.8% |
| YTD | -8.0% | +56.8% | -64.8% | -18.2% |
| 1Y | -13.7% | +64.8% | -78.5% | -24.2% |
| 3Y | +71.9% | +38.3% | +33.7% | +53.0% |
| All | +41.6% | +84.0% | -42.4% | +14.9% |
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 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