+1,094.7%
TTMI vs OVV
+55.1%
+1,039.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.4% | -4.0% |
| 7D | +7.5% | -3.8% | +11.3% | +8.2% |
| 30D | -4.5% | +1.3% | -5.8% | -4.9% |
| 3M | -28.5% | +14.3% | -42.9% | -30.8% |
| 6M | +28.4% | +21.1% | +7.2% | +22.2% |
| YTD | +80.1% | +66.0% | +14.1% | +60.7% |
| 1Y | +161.0% | +59.3% | +101.7% | +134.0% |
| 3Y | +862.4% | +47.6% | +814.9% | +763.4% |
| 5Y | +812.9% | +162.0% | +651.0% | +614.2% |
| 10Y | +1,094.7% | +56.5% | +1,038.2% | +689.5% |
| All | +1,094.7% | +55.1% | +1,039.6% | +689.5% |
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