+172.6%
TTMI vs OVV
+61.5%
+111.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.7% | +10.6% | +8.7% |
| 7D | +5.9% | +0.3% | +5.6% | +5.9% |
| 30D | -4.3% | +11.7% | -16.0% | -3.7% |
| 3M | -32.0% | +9.8% | -41.8% | -31.3% |
| 6M | +19.5% | +26.6% | -7.1% | +18.5% |
| YTD | +82.0% | +67.0% | +15.0% | +76.9% |
| 1Y | +172.6% | +55.9% | +116.7% | +163.2% |
| All | +172.6% | +61.5% | +111.1% | +163.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling