-23.1%
BA vs OVV
+88.6%
-111.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.3% | -2.0% |
| 7D | -0.1% | -14.9% | +14.8% | +3.1% |
| 30D | -9.1% | -0.9% | -8.2% | -9.1% |
| 3M | -28.2% | +5.6% | -33.8% | -29.3% |
| 6M | -23.1% | -2.5% | -20.6% | -23.5% |
| YTD | -20.6% | +57.8% | -78.4% | -30.8% |
| 1Y | -12.7% | +70.1% | -82.8% | -25.8% |
| 3Y | -11.6% | +35.1% | -46.7% | -22.6% |
| 5Y | -23.1% | +86.1% | -109.2% | -43.9% |
| All | -23.1% | +88.6% | -111.7% | -43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling