+52.0%
TNA vs OVV
+57.8%
-5.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -3.1% |
| 7D | -7.6% | -2.9% | -4.7% | -7.9% |
| 30D | -13.6% | +0.9% | -14.5% | -13.5% |
| 3M | +2.8% | +11.0% | -8.2% | +3.8% |
| 6M | +34.5% | +22.3% | +12.2% | +30.4% |
| YTD | +41.0% | +65.1% | -24.0% | +23.8% |
| 1Y | +52.0% | +53.1% | -1.1% | +33.0% |
| All | +52.0% | +57.8% | -5.8% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling