+48.2%
OVV vs BBWI
-43.7%
+91.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.6% | +0.2% |
| 7D | -16.7% | -6.2% | -10.5% | -15.4% |
| 30D | -1.5% | +19.9% | -21.4% | -6.6% |
| 3M | +1.6% | +7.1% | -5.6% | -1.8% |
| 6M | +2.0% | +13.7% | -11.6% | -4.7% |
| YTD | +56.8% | +9.6% | +47.2% | +44.3% |
| 1Y | +64.8% | -1.6% | +66.5% | +54.0% |
| 3Y | +38.3% | -25.9% | +64.1% | +32.8% |
| 5Y | +84.9% | -67.8% | +152.7% | +119.3% |
| All | +48.2% | -43.7% | +91.9% | +16.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling