+26.7%
BTDR vs OVV
+175.1%
-148.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +2.5% |
| 7D | +22.4% | -3.7% | +26.1% | +22.9% |
| 30D | +16.5% | +8.0% | +8.5% | +15.1% |
| 3M | -31.5% | +11.3% | -42.7% | -32.8% |
| 6M | +74.0% | +24.0% | +50.0% | +66.1% |
| YTD | +13.0% | +65.3% | -52.3% | +2.2% |
| 1Y | -0.2% | +60.2% | -60.4% | -9.5% |
| 3Y | +9.9% | +46.9% | -37.1% | -1.5% |
| 5Y | +28.1% | +158.7% | -130.6% | +13.4% |
| All | +26.7% | +175.1% | -148.4% | +12.1% |
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