+84.8%
BDX vs OVV
+46.5%
+38.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.3% |
| 7D | +7.3% | -7.3% | +14.6% | +7.7% |
| 30D | +15.7% | -3.6% | +19.3% | +15.8% |
| 3M | +19.1% | -2.6% | +21.7% | +19.1% |
| 6M | +44.1% | +7.6% | +36.6% | +43.3% |
| YTD | +42.1% | +59.6% | -17.5% | +38.0% |
| 1Y | +52.6% | +62.2% | -9.6% | +48.1% |
| 3Y | +22.6% | +49.6% | -27.0% | +18.6% |
| 5Y | +23.3% | +98.9% | -75.6% | +16.6% |
| 10Y | +84.8% | +45.1% | +39.7% | +67.2% |
| All | +84.8% | +46.5% | +38.3% | +67.2% |
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 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