+4,259.6%
BLK vs OVV
+162.8%
+4,096.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -3.6% | +0.3% | -3.9% | -3.7% |
| 30D | -1.0% | +11.7% | -12.7% | -3.5% |
| 3M | +10.4% | +9.8% | +0.6% | +7.6% |
| 6M | +8.2% | +26.6% | -18.4% | +1.5% |
| YTD | +6.0% | +67.0% | -61.0% | -6.7% |
| 1Y | +3.3% | +55.9% | -52.6% | -8.0% |
| 3Y | +70.3% | +45.5% | +24.8% | +50.1% |
| 5Y | +34.5% | +157.3% | -122.9% | -0.9% |
| 10Y | +281.9% | +65.0% | +216.9% | +130.1% |
| All | +4,259.6% | +162.8% | +4,096.8% | +2,689.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling