+1,574.6%
BE vs OVV
+45.7%
+1,529.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.7% | +9.1% | +8.0% |
| 7D | +20.0% | +0.3% | +19.7% | +19.7% |
| 30D | +7.9% | +11.7% | -3.8% | +2.8% |
| 3M | -13.2% | +9.8% | -23.0% | -17.7% |
| 6M | +53.5% | +26.6% | +26.9% | +35.0% |
| YTD | +191.0% | +67.0% | +124.0% | +124.4% |
| 1Y | +360.5% | +55.9% | +304.6% | +261.7% |
| All | +1,574.6% | +45.7% | +1,529.0% | +1,212.5% |
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