+675.5%
BE vs OVV
+15.4%
+660.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | 0.0% | +11.9% | +11.9% |
| 7D | -1.2% | -10.7% | +9.5% | +3.0% |
| 30D | -30.9% | -5.3% | -25.6% | -29.9% |
| 3M | -11.6% | +2.4% | -14.0% | -13.8% |
| 6M | -25.7% | +5.7% | -31.4% | -29.4% |
| YTD | +123.1% | +56.8% | +66.4% | +82.4% |
| 1Y | +43.4% | +59.3% | -15.9% | +15.8% |
| 3Y | +1,683.6% | +49.0% | +1,634.7% | +1,348.9% |
| 5Y | +465.4% | +88.1% | +377.3% | +302.5% |
| All | +675.5% | +15.4% | +660.1% | +380.1% |
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