+135.7%
TT vs OVV
+85.0%
+50.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +1.7% | -10.7% | +12.5% | +2.9% |
| 30D | -11.8% | -5.3% | -6.5% | -11.4% |
| 3M | -12.6% | +2.4% | -15.0% | -13.1% |
| 6M | -9.4% | +5.7% | -15.0% | -10.4% |
| YTD | +8.8% | +56.8% | -47.9% | +1.8% |
| 1Y | -2.5% | +59.3% | -61.8% | -9.2% |
| 3Y | +95.7% | +49.0% | +46.7% | +81.0% |
| 5Y | +135.7% | +88.1% | +47.6% | +115.2% |
| All | +135.7% | +85.0% | +50.7% | +115.2% |
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 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