+19.4%
BIL vs OVV
+84.0%
-64.6%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.7% | 0.0% |
| 7D | -0.3% | -16.7% | +16.4% | -0.3% |
| 30D | 0.0% | -1.5% | +1.5% | 0.0% |
| 3M | +0.3% | +1.6% | -1.3% | +0.3% |
| 6M | +1.2% | +2.0% | -0.8% | +1.2% |
| YTD | +2.5% | +56.8% | -54.4% | +2.5% |
| 1Y | +3.0% | +64.8% | -61.8% | +3.1% |
| 3Y | +13.2% | +38.3% | -25.1% | +13.2% |
| All | +19.4% | +84.0% | -64.6% | +19.4% |
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