+27.2%
BAC vs OVV
+61.5%
-34.4%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.7% | -0.1% |
| 7D | +1.1% | +0.3% | +0.8% | +1.1% |
| 30D | -0.4% | +11.7% | -12.1% | -0.4% |
| 3M | +16.9% | +9.8% | +7.1% | +16.8% |
| 6M | +26.6% | +26.6% | 0.0% | +24.7% |
| YTD | +15.8% | +67.0% | -51.2% | +10.4% |
| 1Y | +27.2% | +55.9% | -28.8% | +20.5% |
| All | +27.2% | +61.5% | -34.4% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling