+295.4%
TRV vs OVV
+55.1%
+240.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | +0.2% | -3.8% | +4.0% | +0.7% |
| 30D | -2.3% | +1.3% | -3.6% | -2.5% |
| 3M | +22.7% | +14.3% | +8.3% | +20.4% |
| 6M | +21.9% | +21.1% | +0.8% | +18.4% |
| YTD | +27.5% | +66.0% | -38.6% | +18.7% |
| 1Y | +36.2% | +59.3% | -23.0% | +27.2% |
| 3Y | +140.6% | +47.6% | +93.0% | +123.1% |
| 5Y | +154.5% | +162.0% | -7.4% | +112.3% |
| 10Y | +295.4% | +56.5% | +238.9% | +168.0% |
| All | +295.4% | +55.1% | +240.3% | +168.0% |
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 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