+415.7%
TXN vs OVV
+55.1%
+360.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | +2.7% | -3.8% | +6.5% | +3.2% |
| 30D | -6.7% | +1.3% | -8.0% | -6.9% |
| 3M | -8.9% | +14.3% | -23.2% | -11.0% |
| 6M | +34.7% | +21.1% | +13.6% | +29.9% |
| YTD | +53.3% | +66.0% | -12.7% | +40.5% |
| 1Y | +45.0% | +59.3% | -14.2% | +33.5% |
| 3Y | +73.1% | +47.6% | +25.6% | +59.0% |
| 5Y | +59.9% | +162.0% | -102.0% | +32.3% |
| 10Y | +415.7% | +56.5% | +359.2% | +259.7% |
| All | +415.7% | +55.1% | +360.5% | +259.7% |
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 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