+258.9%
BNY vs OVV
+151.4%
+107.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +0.3% | -3.8% | +4.1% | +1.0% |
| 30D | +1.9% | +1.3% | +0.7% | +1.6% |
| 3M | +13.9% | +14.3% | -0.4% | +10.5% |
| 6M | +42.3% | +21.1% | +21.2% | +35.7% |
| YTD | +41.8% | +66.0% | -24.2% | +26.2% |
| 1Y | +57.9% | +59.3% | -1.3% | +41.2% |
| 3Y | +290.7% | +47.6% | +243.2% | +245.9% |
| All | +258.9% | +151.4% | +107.5% | +147.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling