+140.1%
BP vs OVV
+57.6%
+82.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +0.5% |
| 7D | +2.5% | +6.5% | -4.0% | +0.3% |
| 30D | -5.6% | -2.7% | -2.9% | -4.7% |
| 3M | +8.0% | +3.1% | +4.9% | +6.9% |
| 6M | +5.7% | +12.8% | -7.1% | +1.5% |
| YTD | +36.8% | +68.1% | -31.3% | +14.9% |
| 1Y | +30.7% | +73.6% | -42.9% | +8.5% |
| 3Y | +51.6% | +57.6% | -6.0% | +27.0% |
| 5Y | +112.2% | +104.5% | +7.7% | +56.6% |
| All | +140.1% | +57.6% | +82.4% | +30.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling