+23.4%
BA vs OVV
+57.6%
-34.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -4.0% | -2.3% |
| 7D | -0.6% | +6.5% | -7.1% | -2.2% |
| 30D | -8.0% | -2.7% | -5.4% | -7.6% |
| 3M | -25.8% | +3.1% | -28.9% | -26.7% |
| 6M | -27.6% | +12.8% | -40.4% | -30.7% |
| YTD | -21.0% | +68.1% | -89.1% | -33.0% |
| 1Y | -12.3% | +73.6% | -85.9% | -26.4% |
| 3Y | -12.8% | +57.6% | -70.4% | -26.9% |
| 5Y | -22.4% | +104.5% | -126.9% | -43.0% |
| All | +23.4% | +57.6% | -34.3% | -36.3% |
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