+146.0%
TT vs OVV
+160.2%
-14.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.0% |
| 7D | 0.0% | +0.3% | -0.3% | 0.0% |
| 30D | -7.2% | +11.7% | -18.9% | -8.3% |
| 3M | -3.0% | +9.8% | -12.8% | -4.2% |
| 6M | +1.4% | +26.6% | -25.2% | -2.1% |
| YTD | +15.9% | +67.0% | -51.1% | +7.9% |
| 1Y | +9.4% | +55.9% | -46.5% | +2.5% |
| 3Y | +124.4% | +45.5% | +78.9% | +108.3% |
| All | +146.0% | +160.2% | -14.1% | +108.7% |
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