+541.2%
TGT vs OVV
+151.1%
+390.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.0% |
| 7D | +5.5% | -7.3% | +12.8% | +6.5% |
| 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% | +30.2% |
| YTD | +71.3% | +59.6% | +11.7% | +59.3% |
| 1Y | +86.8% | +62.2% | +24.6% | +73.2% |
| 3Y | +67.9% | +49.6% | +18.3% | +55.3% |
| 5Y | -25.1% | +98.9% | -124.0% | -34.7% |
| 10Y | +211.8% | +45.1% | +166.7% | +144.0% |
| All | +541.2% | +151.1% | +390.1% | +243.3% |
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 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