+48.2%
OVV vs BAH
-32.2%
+80.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.6% |
| 7D | +0.3% | -3.2% | +3.5% | +0.5% |
| 30D | +11.7% | +2.0% | +9.7% | +11.5% |
| 3M | +9.8% | -7.6% | +17.4% | +10.3% |
| 6M | +26.6% | -5.7% | +32.2% | +26.9% |
| YTD | +67.0% | -11.7% | +78.8% | +67.4% |
| 1Y | +55.9% | -27.4% | +83.3% | +58.2% |
| All | +48.2% | -32.2% | +80.4% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling