+553.0%
TGT vs OVV
+146.6%
+406.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.8% | +4.7% |
| 7D | +4.7% | -10.7% | +15.5% | +6.2% |
| 30D | +8.0% | -5.3% | +13.3% | +8.5% |
| 3M | +11.7% | +2.4% | +9.3% | +11.0% |
| 6M | +34.7% | +5.7% | +29.1% | +32.9% |
| YTD | +74.4% | +56.8% | +17.6% | +62.6% |
| 1Y | +89.2% | +59.3% | +29.9% | +75.8% |
| 3Y | +73.4% | +49.0% | +24.4% | +60.5% |
| 5Y | -24.0% | +88.1% | -112.2% | -33.3% |
| 10Y | +225.5% | +42.5% | +183.0% | +155.3% |
| All | +553.0% | +146.6% | +406.3% | +250.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling