+38.3%
OVV vs BB
+132.4%
-94.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.1% | -0.9% |
| 7D | -16.7% | +3.8% | -20.5% | -16.9% |
| 30D | -1.5% | -0.3% | -1.2% | -1.7% |
| 3M | +1.6% | -0.5% | +2.0% | +1.1% |
| 6M | +2.0% | +45.9% | -43.9% | -2.9% |
| YTD | +56.8% | +130.6% | -73.8% | +41.7% |
| 1Y | +64.8% | +89.2% | -24.3% | +52.1% |
| 3Y | +38.3% | +137.5% | -99.2% | +17.7% |
| All | +38.3% | +132.4% | -94.2% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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