+44.6%
BAX vs OVV
+65.7%
-21.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | 0.0% |
| 7D | -0.6% | +1.2% | -1.8% | -0.5% |
| 30D | +6.3% | -2.5% | +8.8% | +5.7% |
| 3M | -4.6% | +0.5% | -5.1% | -4.8% |
| 6M | +50.4% | +8.5% | +41.9% | +50.7% |
| YTD | +38.0% | +64.5% | -26.4% | +24.5% |
| 1Y | +44.6% | +64.7% | -20.1% | +29.0% |
| All | +44.6% | +65.7% | -21.1% | +29.0% |
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