+449.9%
TTMI vs OVV
+48.9%
+401.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | 0.0% | +13.3% | +13.3% |
| 7D | -1.6% | -10.7% | +9.1% | +0.7% |
| 30D | -37.7% | -5.3% | -32.5% | -37.0% |
| 3M | -45.1% | +2.4% | -47.5% | -45.6% |
| 6M | -52.1% | +5.7% | -57.8% | -53.0% |
| YTD | +9.2% | +56.8% | -47.6% | -1.6% |
| 1Y | +12.9% | +59.3% | -46.4% | +1.1% |
| 3Y | +445.5% | +49.0% | +396.5% | +388.9% |
| 5Y | +427.9% | +88.1% | +339.8% | +338.5% |
| 10Y | +449.9% | +42.5% | +407.3% | +291.3% |
| All | +449.9% | +48.9% | +401.0% | +291.3% |
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