+49.1%
BAX vs OVV
+58.4%
-9.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +9.0% | -10.7% | +19.8% | +7.8% |
| 30D | +8.5% | -5.3% | +13.8% | +7.4% |
| 3M | -4.1% | +2.4% | -6.5% | -4.6% |
| 6M | +46.9% | +5.7% | +41.3% | +46.3% |
| YTD | +38.4% | +56.8% | -18.4% | +23.7% |
| All | +49.1% | +58.4% | -9.3% | +31.2% |
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