+607.9%
BNY vs OVV
+162.8%
+445.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.7% |
| 7D | +1.4% | +0.3% | +1.2% | +1.4% |
| 30D | +3.8% | +11.7% | -7.9% | +1.0% |
| 3M | +14.9% | +9.8% | +5.1% | +11.8% |
| 6M | +40.3% | +26.6% | +13.8% | +31.2% |
| YTD | +43.9% | +67.0% | -23.1% | +25.2% |
| 1Y | +59.0% | +55.9% | +3.1% | +40.1% |
| 3Y | +290.7% | +45.5% | +245.2% | +240.3% |
| 5Y | +250.4% | +157.3% | +93.0% | +148.8% |
| 10Y | +411.2% | +65.0% | +346.2% | +192.5% |
| All | +607.9% | +162.8% | +445.1% | +173.4% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling