+159.6%
OVV vs BBWI
+360.8%
-201.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | -7.3% | -4.2% | -3.0% | -6.3% |
| 30D | -3.6% | +24.9% | -28.4% | -9.7% |
| 3M | -2.6% | +13.2% | -15.8% | -7.3% |
| 6M | +7.6% | +12.1% | -4.5% | +0.7% |
| YTD | +59.6% | +11.1% | +48.5% | +46.0% |
| 1Y | +62.2% | +0.7% | +61.5% | +50.2% |
| 3Y | +49.6% | -23.8% | +73.4% | +42.4% |
| 5Y | +98.9% | -66.9% | +165.9% | +131.0% |
| 10Y | +45.1% | -45.3% | +90.5% | +23.2% |
| All | +159.6% | +360.8% | -201.2% | +5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling