+208.2%
TGT vs OVV
+55.1%
+153.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.2% |
| 7D | -3.6% | -3.8% | +0.2% | -3.2% |
| 30D | +4.4% | +1.3% | +3.1% | +4.3% |
| 3M | +25.4% | +14.3% | +11.0% | +23.4% |
| 6M | +33.4% | +21.1% | +12.3% | +30.2% |
| YTD | +65.6% | +66.0% | -0.4% | +56.1% |
| 1Y | +80.3% | +59.3% | +21.0% | +70.4% |
| 3Y | +42.1% | +47.6% | -5.4% | +34.0% |
| 5Y | -25.0% | +162.0% | -187.0% | -33.3% |
| 10Y | +208.2% | +56.5% | +151.7% | +172.9% |
| All | +208.2% | +55.1% | +153.1% | +172.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling