+748.4%
TT vs OVV
+57.6%
+690.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.5% |
| 7D | +8.1% | +6.5% | +1.5% | +7.2% |
| 30D | -11.3% | -2.7% | -8.6% | -11.1% |
| 3M | -11.2% | +3.1% | -14.3% | -11.7% |
| 6M | -8.9% | +12.8% | -21.7% | -10.8% |
| YTD | +9.7% | +68.1% | -58.4% | +1.7% |
| 1Y | +1.3% | +73.6% | -72.4% | -6.7% |
| 3Y | +93.4% | +57.6% | +35.8% | +77.8% |
| 5Y | +133.5% | +104.5% | +29.0% | +101.1% |
| All | +748.4% | +57.6% | +690.8% | +525.8% |
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