+352.5%
TRV vs OVV
+46.5%
+306.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +1.2% |
| 7D | +1.4% | -7.3% | +8.6% | +2.3% |
| 30D | +8.7% | -3.6% | +12.3% | +9.0% |
| 3M | +7.1% | -2.6% | +9.7% | +7.2% |
| 6M | +35.5% | +7.6% | +27.9% | +33.6% |
| YTD | +39.7% | +59.6% | -19.9% | +30.5% |
| 1Y | +44.1% | +62.2% | -18.1% | +34.1% |
| 3Y | +148.1% | +49.6% | +98.5% | +129.5% |
| 5Y | +178.6% | +98.9% | +79.6% | +140.3% |
| 10Y | +352.5% | +45.1% | +307.4% | +211.4% |
| All | +352.5% | +46.5% | +306.0% | +211.4% |
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