+88.9%
TEM vs OVV
+37.8%
+51.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.6% | +8.2% |
| 7D | +5.3% | -16.7% | +22.0% | +12.8% |
| 30D | +8.1% | -1.5% | +9.6% | +7.4% |
| 3M | +64.9% | +1.6% | +63.3% | +61.3% |
| 6M | +42.1% | +2.0% | +40.1% | +37.1% |
| YTD | +28.8% | +56.8% | -28.0% | -6.1% |
| 1Y | +5.5% | +64.8% | -59.3% | -26.0% |
| All | +88.9% | +37.8% | +51.1% | +35.5% |
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