+54.9%
OVV vs BAH
+211.3%
-156.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.2% |
| 7D | +1.2% | -1.6% | +2.8% | +1.7% |
| 30D | -2.5% | +18.0% | -20.5% | -7.5% |
| 3M | +0.5% | +11.4% | -10.9% | -3.2% |
| 6M | +8.5% | +17.7% | -9.2% | +2.1% |
| YTD | +64.5% | +5.4% | +59.1% | +57.7% |
| 1Y | +64.7% | +2.8% | +61.9% | +59.0% |
| 3Y | +54.1% | -26.7% | +80.8% | +55.5% |
| 5Y | +95.4% | +8.1% | +87.4% | +61.1% |
| 10Y | +54.9% | +202.5% | -147.6% | +4.2% |
| All | +54.9% | +211.3% | -156.4% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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