+104.5%
OVV vs BBWI
-68.3%
+172.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.9% | +5.2% | +2.7% |
| 7D | +6.5% | -4.5% | +11.1% | +7.3% |
| 30D | -2.7% | +17.1% | -19.8% | -5.6% |
| 3M | +3.1% | +17.5% | -14.3% | -0.5% |
| 6M | +12.8% | +12.8% | 0.0% | +8.0% |
| YTD | +68.1% | +8.2% | +60.0% | +59.3% |
| 1Y | +73.6% | -1.8% | +75.5% | +66.5% |
| 3Y | +57.6% | -25.8% | +83.4% | +54.1% |
| 5Y | +104.5% | -68.0% | +172.6% | +175.2% |
| All | +104.5% | -68.3% | +172.8% | +175.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling