+158.3%
OVV vs BBWI
-66.0%
+224.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.6% | -2.3% |
| 7D | +0.3% | +1.5% | -1.2% | -0.1% |
| 30D | +11.7% | -5.2% | +16.9% | +12.4% |
| 3M | +9.8% | +11.1% | -1.3% | +6.2% |
| 6M | +26.6% | -13.4% | +39.9% | +27.5% |
| YTD | +67.0% | +0.1% | +66.9% | +61.2% |
| 1Y | +55.9% | -36.1% | +92.1% | +66.9% |
| 3Y | +45.5% | -44.1% | +89.6% | +53.3% |
| All | +158.3% | -66.0% | +224.4% | +217.9% |
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