+42.5%
OVV vs BBWI
-41.3%
+83.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.5% |
| 7D | -10.7% | -6.2% | -4.6% | -9.4% |
| 30D | -5.3% | +25.5% | -30.8% | -11.3% |
| 3M | +2.4% | +8.0% | -5.6% | -1.2% |
| 6M | +5.7% | +12.7% | -7.0% | -1.0% |
| YTD | +56.8% | +11.6% | +45.1% | +43.5% |
| 1Y | +59.3% | -0.9% | +60.2% | +48.6% |
| 3Y | +49.0% | -22.7% | +71.7% | +41.3% |
| 5Y | +88.1% | -67.2% | +155.3% | +122.0% |
| 10Y | +42.5% | -43.7% | +86.2% | +10.2% |
| All | +42.5% | -41.3% | +83.9% | +10.2% |
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