+734.7%
TT vs OVV
+46.5%
+688.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -0.2% |
| 7D | +0.8% | -7.3% | +8.1% | +1.7% |
| 30D | -11.8% | -3.6% | -8.2% | -11.5% |
| 3M | -11.6% | -2.6% | -8.9% | -11.5% |
| 6M | -9.3% | +7.6% | -16.9% | -10.7% |
| YTD | +8.9% | +59.6% | -50.7% | +1.6% |
| 1Y | -2.2% | +62.2% | -64.5% | -9.1% |
| 3Y | +91.9% | +49.6% | +42.3% | +77.6% |
| 5Y | +136.0% | +98.9% | +37.1% | +103.8% |
| 10Y | +734.7% | +45.1% | +689.6% | +519.8% |
| All | +734.7% | +46.5% | +688.2% | +519.8% |
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