+209.9%
BKNG vs OVV
+57.3%
+152.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -10.7% | -2.9% | -7.8% | -10.2% |
| 30D | -18.1% | +0.9% | -19.0% | -18.3% |
| 3M | +8.5% | +11.0% | -2.5% | +6.1% |
| 6M | -0.1% | +22.3% | -22.3% | -4.4% |
| YTD | -18.2% | +65.1% | -83.3% | -26.0% |
| 1Y | -19.9% | +53.1% | -73.0% | -26.8% |
| 3Y | +41.6% | +46.7% | -5.1% | +27.5% |
| 5Y | +93.1% | +155.5% | -62.4% | +52.4% |
| All | +209.9% | +57.3% | +152.6% | +101.8% |
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