+77.9%
TEM vs OVV
+48.9%
+29.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.8% | -6.4% | -6.0% |
| 7D | -5.9% | +8.0% | -13.9% | -8.8% |
| 30D | +4.8% | -2.0% | +6.8% | +4.6% |
| 3M | +31.9% | +5.4% | +26.5% | +27.2% |
| 6M | +56.0% | +14.3% | +41.7% | +42.9% |
| YTD | +21.3% | +69.4% | -48.2% | -14.4% |
| 1Y | +5.4% | +72.4% | -67.0% | -26.7% |
| All | +77.9% | +48.9% | +29.0% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling