+737.9%
BE vs OVV
+21.1%
+716.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +3.0% | +9.9% | +11.9% |
| 7D | +4.5% | +1.2% | +3.3% | +4.3% |
| 30D | -20.1% | -2.5% | -17.6% | -19.7% |
| 3M | -0.8% | +0.5% | -1.3% | -2.2% |
| 6M | -26.2% | +8.5% | -34.7% | -30.5% |
| YTD | +141.1% | +64.5% | +76.6% | +93.9% |
| 1Y | +64.8% | +64.7% | +0.2% | +31.8% |
| 3Y | +1,887.4% | +54.1% | +1,833.2% | +1,496.5% |
| 5Y | +518.1% | +95.4% | +422.7% | +334.3% |
| All | +737.9% | +21.1% | +716.8% | +410.2% |
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