+75.0%
BND vs OVV
-29.0%
+104.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.7% |
| 7D | -0.1% | -7.3% | +7.2% | -0.1% |
| 30D | +1.3% | -3.6% | +4.9% | +1.3% |
| 3M | -0.7% | -2.6% | +1.9% | -0.7% |
| 6M | -1.6% | +7.6% | -9.2% | -1.5% |
| YTD | -1.0% | +59.6% | -60.6% | -0.7% |
| 1Y | -0.7% | +62.2% | -62.9% | -0.4% |
| 3Y | +14.1% | +49.6% | -35.5% | +14.4% |
| 5Y | -1.5% | +98.9% | -100.5% | -0.9% |
| 10Y | +17.3% | +45.1% | -27.8% | +17.8% |
| All | +75.0% | -29.0% | +104.0% | +75.0% |
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