+275.1%
BLK vs OVV
+56.5%
+218.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | -3.3% | -1.7% | -1.7% | -3.1% |
| 30D | -6.5% | +0.8% | -7.3% | -6.7% |
| 3M | +6.7% | +13.3% | -6.5% | +4.3% |
| 6M | +14.7% | +16.9% | -2.2% | +11.0% |
| YTD | +2.5% | +64.3% | -61.7% | -6.5% |
| 1Y | -2.8% | +54.2% | -57.0% | -10.7% |
| 3Y | +65.9% | +51.3% | +14.5% | +50.2% |
| 5Y | +33.0% | +154.3% | -121.3% | +7.7% |
| All | +275.1% | +56.5% | +218.5% | +155.5% |
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 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