+72.0%
OVV vs BBWI
+2.4%
+69.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.1% | -9.7% | -5.2% |
| 7D | -12.1% | +8.8% | -20.9% | -11.3% |
| 30D | +2.9% | +34.8% | -32.0% | +6.0% |
| 3M | +3.7% | +12.9% | -9.2% | +5.1% |
| 6M | +0.6% | +29.6% | -29.0% | +3.5% |
| YTD | +62.5% | +20.8% | +41.7% | +67.2% |
| 1Y | +72.0% | +4.1% | +67.9% | +78.3% |
| All | +72.0% | +2.4% | +69.6% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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