+3,059.7%
TPR vs OVV
+148.3%
+2,911.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.9% | +9.9% | +7.8% |
| 7D | +13.9% | -14.9% | +28.8% | +18.2% |
| 30D | +14.9% | -0.9% | +15.8% | +14.7% |
| 3M | -15.4% | +5.6% | -21.0% | -17.1% |
| 6M | -4.5% | -2.5% | -2.0% | -5.2% |
| YTD | +6.0% | +57.8% | -51.8% | -8.2% |
| 1Y | +24.3% | +70.1% | -45.7% | +5.2% |
| 3Y | +412.8% | +35.1% | +377.7% | +348.9% |
| 5Y | +258.4% | +86.1% | +172.4% | +172.9% |
| 10Y | +396.8% | +55.5% | +341.3% | +184.0% |
| All | +3,059.7% | +148.3% | +2,911.4% | +885.5% |
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