+1,768.0%
OVBC vs SPY
+2,619.3%
-851.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | -0.6% |
| 7D | -1.2% | -4.7% | +3.5% | +0.1% |
| 30D | +6.2% | -5.9% | +12.1% | +7.9% |
| 3M | +13.0% | -4.5% | +17.5% | +14.4% |
| 6M | +9.0% | +1.8% | +7.2% | +8.3% |
| YTD | +23.3% | +8.3% | +15.0% | +20.5% |
| 1Y | +37.1% | +9.3% | +27.8% | +33.7% |
| 3Y | +134.1% | +74.9% | +59.2% | +100.2% |
| 5Y | +106.9% | +67.3% | +39.6% | +77.4% |
| 10Y | +171.7% | +311.6% | -139.9% | +97.5% |
| All | +1,768.0% | +2,619.3% | -851.3% | +1,205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling