-4.0%
TLT vs OVV
+9.4%
-13.3%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.2% |
| 7D | -2.7% | +6.5% | -9.2% | -2.0% |
| 30D | +2.2% | -2.7% | +4.8% | +2.0% |
| 3M | -1.7% | +3.1% | -4.9% | -1.1% |
| 6M | -4.0% | +12.8% | -16.8% | -1.8% |
| All | -4.0% | +9.4% | -13.3% | -1.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling