+865.7%
TSEM vs OVV
+48.9%
+816.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | 0.0% | +10.9% | +10.9% |
| 7D | -2.0% | -10.7% | +8.8% | 0.0% |
| 30D | -33.4% | -5.3% | -28.1% | -32.8% |
| 3M | -39.7% | +2.4% | -42.1% | -40.2% |
| 6M | -27.8% | +5.7% | -33.5% | -28.9% |
| YTD | +29.7% | +56.8% | -27.1% | +19.0% |
| 1Y | +81.1% | +59.3% | +21.9% | +65.5% |
| 3Y | +529.3% | +49.0% | +480.3% | +474.3% |
| 5Y | +315.0% | +88.1% | +226.8% | +246.9% |
| 10Y | +865.7% | +42.5% | +823.1% | +603.2% |
| All | +865.7% | +48.9% | +816.8% | +603.2% |
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