+532.2%
BE vs OVV
+107.0%
+425.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.2% |
| 7D | +10.8% | +8.0% | +2.8% | +7.6% |
| 30D | -19.8% | -2.0% | -17.7% | -19.5% |
| 3M | -18.7% | +5.4% | -24.2% | -21.6% |
| 6M | -33.7% | +14.3% | -48.0% | -39.4% |
| YTD | +121.0% | +69.4% | +51.5% | +69.0% |
| 1Y | +85.4% | +72.4% | +13.0% | +40.0% |
| 3Y | +1,709.5% | +58.4% | +1,651.1% | +1,274.9% |
| All | +532.2% | +107.0% | +425.2% | +304.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling