+753.3%
TT vs OVV
+50.1%
+703.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.5% |
| 7D | -2.0% | -16.7% | +14.7% | +0.1% |
| 30D | -14.0% | -1.5% | -12.5% | -14.0% |
| 3M | -15.9% | +1.6% | -17.4% | -16.3% |
| 6M | -17.3% | +2.0% | -19.4% | -18.0% |
| YTD | +4.0% | +56.8% | -52.9% | -2.8% |
| 1Y | -7.1% | +64.8% | -72.0% | -13.9% |
| 3Y | +90.2% | +38.3% | +52.0% | +77.7% |
| 5Y | +131.1% | +84.9% | +46.2% | +101.4% |
| All | +753.3% | +50.1% | +703.2% | +532.9% |
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