+635.8%
BX vs OVV
+58.9%
+577.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.2% |
| 7D | +0.6% | +8.0% | -7.5% | -1.1% |
| 30D | +14.2% | -2.0% | +16.3% | +14.4% |
| 3M | -18.7% | +5.4% | -24.2% | -20.1% |
| 6M | +2.5% | +14.3% | -11.8% | -1.4% |
| YTD | -18.8% | +69.4% | -88.2% | -28.9% |
| 1Y | -10.3% | +72.4% | -82.7% | -21.9% |
| 3Y | +35.4% | +58.4% | -23.0% | +18.4% |
| 5Y | +0.3% | +106.1% | -105.8% | -19.0% |
| All | +635.8% | +58.9% | +577.0% | +365.3% |
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 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