+201.6%
TGT vs OVV
+58.9%
+142.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.4% | +0.3% |
| 7D | +2.6% | +8.0% | -5.4% | +1.8% |
| 30D | +4.7% | -2.0% | +6.7% | +4.7% |
| 3M | +4.6% | +5.4% | -0.9% | +3.7% |
| 6M | +34.9% | +14.3% | +20.6% | +32.4% |
| YTD | +70.9% | +69.4% | +1.5% | +60.3% |
| 1Y | +84.4% | +72.4% | +12.0% | +72.4% |
| 3Y | +69.1% | +58.4% | +10.7% | +58.0% |
| 5Y | -26.9% | +106.1% | -133.0% | -34.1% |
| All | +201.6% | +58.9% | +142.7% | +171.3% |
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