+17.4%
TPR vs OVV
+61.5%
-44.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | -0.2% |
| 7D | -2.3% | +0.3% | -2.6% | -2.3% |
| 30D | -23.0% | +11.7% | -34.7% | -21.6% |
| 3M | -12.5% | +9.8% | -22.3% | -11.2% |
| 6M | -21.4% | +26.6% | -48.0% | -19.7% |
| YTD | -3.5% | +67.0% | -70.5% | -2.0% |
| 1Y | +17.4% | +55.9% | -38.6% | +18.1% |
| All | +17.4% | +61.5% | -44.2% | +18.1% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling