+127.9%
TT vs OVV
+84.0%
+43.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.4% |
| 7D | -2.0% | -16.7% | +14.7% | -0.2% |
| 30D | -14.0% | -1.5% | -12.5% | -14.0% |
| 3M | -15.9% | +1.6% | -17.4% | -16.2% |
| 6M | -17.3% | +2.0% | -19.4% | -17.9% |
| YTD | +4.0% | +56.8% | -52.9% | -2.8% |
| 1Y | -7.1% | +64.8% | -72.0% | -13.8% |
| 3Y | +90.2% | +38.3% | +52.0% | +77.4% |
| All | +127.9% | +84.0% | +43.9% | +108.8% |
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 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