+1,874.3%
BE vs OVV
+54.1%
+1,820.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +3.0% | +9.9% | +12.0% |
| 7D | +4.5% | +1.2% | +3.3% | +4.3% |
| 30D | -20.1% | -2.5% | -17.6% | -19.8% |
| 3M | -0.8% | +0.5% | -1.3% | -2.4% |
| 6M | -26.2% | +8.5% | -34.7% | -30.7% |
| YTD | +141.1% | +64.5% | +76.6% | +84.7% |
| 1Y | +64.8% | +64.7% | +0.2% | +25.3% |
| All | +1,874.3% | +54.1% | +1,820.2% | +1,388.9% |
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