+344.9%
TRV vs OVV
+58.9%
+286.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +2.0% | +8.0% | -6.0% | +1.1% |
| 30D | +6.7% | -2.0% | +8.8% | +6.9% |
| 3M | +9.4% | +5.4% | +3.9% | +8.4% |
| 6M | +37.7% | +14.3% | +23.5% | +34.8% |
| YTD | +40.6% | +69.4% | -28.8% | +30.3% |
| 1Y | +42.4% | +72.4% | -29.9% | +31.6% |
| 3Y | +148.1% | +58.4% | +89.7% | +127.9% |
| 5Y | +181.7% | +106.1% | +75.6% | +142.0% |
| All | +344.9% | +58.9% | +286.1% | +204.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling