+211.8%
TGT vs OVV
+46.5%
+165.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.0% |
| 7D | +5.5% | -7.3% | +12.8% | +6.3% |
| 30D | +6.0% | -3.6% | +9.6% | +6.3% |
| 3M | +8.0% | -2.6% | +10.6% | +8.0% |
| 6M | +32.3% | +7.6% | +24.7% | +30.7% |
| YTD | +71.3% | +59.6% | +11.7% | +61.6% |
| 1Y | +86.8% | +62.2% | +24.6% | +75.8% |
| 3Y | +67.9% | +49.6% | +18.3% | +57.7% |
| 5Y | -25.1% | +98.9% | -124.0% | -32.1% |
| 10Y | +211.8% | +45.1% | +166.7% | +182.1% |
| All | +211.8% | +46.5% | +165.3% | +182.1% |
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