+76.4%
BND vs OVV
-25.7%
+102.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | 0.0% |
| 7D | -0.1% | +0.3% | -0.4% | -0.1% |
| 30D | -0.4% | +11.7% | -12.1% | -0.3% |
| 3M | -0.6% | +9.8% | -10.4% | -0.6% |
| 6M | -1.4% | +26.6% | -28.0% | -1.3% |
| YTD | -0.2% | +67.0% | -67.3% | +0.1% |
| 1Y | +1.3% | +55.9% | -54.6% | +1.6% |
| 3Y | +13.2% | +45.5% | -32.3% | +13.5% |
| 5Y | -1.6% | +157.3% | -158.9% | -0.8% |
| 10Y | +15.5% | +65.0% | -49.5% | +16.1% |
| All | +76.4% | -25.7% | +102.1% | +76.5% |
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 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