+60.5%
BDX vs OVV
+55.1%
+5.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | -3.6% | -3.8% | +0.2% | -3.4% |
| 30D | +0.7% | +1.3% | -0.6% | +0.6% |
| 3M | +19.0% | +14.3% | +4.6% | +18.0% |
| 6M | +10.8% | +21.1% | -10.3% | +9.4% |
| YTD | +20.1% | +66.0% | -45.9% | +16.5% |
| 1Y | +23.1% | +59.3% | -36.2% | +19.5% |
| 3Y | -8.8% | +47.6% | -56.4% | -11.7% |
| 5Y | -1.4% | +162.0% | -163.4% | -8.1% |
| 10Y | +60.5% | +56.5% | +4.0% | +41.7% |
| All | +60.5% | +55.1% | +5.4% | +41.7% |
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