+547.2%
TGT vs OVV
+162.8%
+384.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.5% |
| 7D | +0.8% | +0.3% | +0.5% | +0.7% |
| 30D | +12.2% | +11.7% | +0.5% | +10.5% |
| 3M | +33.8% | +9.8% | +24.0% | +31.8% |
| 6M | +39.3% | +26.6% | +12.7% | +34.2% |
| YTD | +72.9% | +67.0% | +5.8% | +60.3% |
| 1Y | +84.6% | +55.9% | +28.6% | +72.3% |
| 3Y | +46.2% | +45.5% | +0.7% | +36.0% |
| 5Y | -21.3% | +157.3% | -178.7% | -33.5% |
| 10Y | +213.5% | +65.0% | +148.5% | +139.9% |
| All | +547.2% | +162.8% | +384.4% | +245.4% |
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