+25.7%
BIL vs OVV
+51.8%
-26.1%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | 0.0% |
| 7D | +0.1% | +1.2% | -1.1% | +0.1% |
| 30D | 0.0% | -2.5% | +2.5% | 0.0% |
| 3M | +0.6% | +0.5% | +0.1% | +0.6% |
| 6M | +1.5% | +8.5% | -7.0% | +1.5% |
| YTD | +2.8% | +64.5% | -61.7% | +2.8% |
| 1Y | +3.3% | +64.7% | -61.3% | +3.4% |
| 3Y | +13.4% | +54.1% | -40.7% | +13.4% |
| 5Y | +19.8% | +95.4% | -75.6% | +19.9% |
| 10Y | +25.7% | +54.9% | -29.2% | +25.8% |
| All | +25.7% | +51.8% | -26.1% | +25.8% |
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