-1.2%
BSX vs OVV
+153.1%
-154.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.0% | -4.9% | -5.8% |
| 7D | -6.4% | -3.7% | -2.7% | -6.1% |
| 30D | -8.8% | +8.0% | -16.8% | -9.5% |
| 3M | -7.6% | +11.3% | -18.9% | -8.7% |
| 6M | -37.0% | +24.0% | -61.0% | -38.4% |
| YTD | -52.8% | +65.3% | -118.2% | -55.4% |
| 1Y | -58.4% | +60.2% | -118.6% | -60.6% |
| 3Y | -16.5% | +46.9% | -63.4% | -21.5% |
| 5Y | -1.2% | +158.7% | -159.9% | -13.3% |
| All | -1.2% | +153.1% | -154.3% | -13.3% |
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