+28.1%
BA vs OVV
+48.9%
-20.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.7% | -10.7% | +9.0% | +1.1% |
| 30D | -9.5% | -5.3% | -4.2% | -8.4% |
| 3M | -26.5% | +2.4% | -28.9% | -27.3% |
| 6M | -27.4% | +5.7% | -33.0% | -29.4% |
| YTD | -20.6% | +56.8% | -77.4% | -31.4% |
| 1Y | -11.4% | +59.3% | -70.7% | -24.0% |
| 3Y | -10.8% | +49.0% | -59.8% | -24.2% |
| 5Y | -21.9% | +88.1% | -110.1% | -41.4% |
| 10Y | +28.1% | +42.5% | -14.4% | -32.6% |
| All | +28.1% | +48.9% | -20.7% | -32.6% |
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