+668.7%
BX vs OVV
+55.1%
+613.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.7% |
| 7D | -5.7% | -3.8% | -1.9% | -4.9% |
| 30D | -8.9% | +1.3% | -10.2% | -9.2% |
| 3M | +8.4% | +14.3% | -6.0% | +4.9% |
| 6M | +18.9% | +21.1% | -2.2% | +12.9% |
| YTD | -13.6% | +66.0% | -79.7% | -23.6% |
| 1Y | -22.4% | +59.3% | -81.7% | -31.1% |
| 3Y | +26.0% | +47.6% | -21.5% | +12.1% |
| 5Y | +18.8% | +162.0% | -143.2% | -7.6% |
| 10Y | +668.7% | +56.5% | +612.3% | +375.5% |
| All | +668.7% | +55.1% | +613.6% | +375.5% |
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