+64.8%
OVV vs BAH
+2.0%
+62.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | -0.1% |
| 7D | -16.7% | -3.5% | -13.1% | -16.3% |
| 30D | -1.5% | +24.3% | -25.8% | -4.5% |
| 3M | +1.6% | +16.3% | -14.8% | -0.6% |
| 6M | +2.0% | +13.6% | -11.6% | -0.1% |
| YTD | +56.8% | +3.5% | +53.3% | +50.6% |
| 1Y | +64.8% | +2.7% | +62.1% | +61.1% |
| All | +64.8% | +2.0% | +62.9% | +61.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling