+153.9%
TRV vs OVV
+153.1%
+0.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | +0.5% | -3.7% | +4.2% | +0.9% |
| 30D | -4.9% | +8.0% | -12.8% | -5.7% |
| 3M | +23.7% | +11.3% | +12.5% | +22.0% |
| 6M | +20.3% | +24.0% | -3.7% | +16.6% |
| YTD | +27.1% | +65.3% | -38.3% | +18.5% |
| 1Y | +35.3% | +60.2% | -24.8% | +26.4% |
| 3Y | +139.8% | +46.9% | +92.9% | +122.4% |
| 5Y | +153.9% | +158.7% | -4.9% | +100.5% |
| All | +153.9% | +153.1% | +0.7% | +100.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling