-7.0%
BDX vs OVV
+49.8%
-56.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.4% |
| 7D | -2.5% | +0.3% | -2.8% | -2.5% |
| 30D | +8.3% | +11.7% | -3.5% | +7.4% |
| 3M | +24.4% | +9.8% | +14.6% | +23.4% |
| 6M | +9.2% | +26.6% | -17.4% | +6.3% |
| YTD | +22.7% | +67.0% | -44.3% | +15.6% |
| 1Y | +25.9% | +55.9% | -30.0% | +19.3% |
| All | -7.0% | +49.8% | -56.7% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling