+421.8%
TPR vs OVV
+35.0%
+386.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.9% | +9.9% | +7.5% |
| 7D | +13.9% | -14.9% | +28.8% | +16.4% |
| 30D | +14.9% | -0.9% | +15.8% | +14.5% |
| 3M | -15.4% | +5.6% | -21.0% | -16.7% |
| 6M | -4.5% | -2.5% | -2.0% | -5.0% |
| YTD | +6.0% | +57.8% | -51.8% | -7.7% |
| 1Y | +24.3% | +70.1% | -45.7% | +5.5% |
| All | +421.8% | +35.0% | +386.8% | +340.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling