+45.1%
OVV vs BEN
+55.0%
-9.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.1% |
| 7D | -7.3% | +12.1% | -19.4% | -14.4% |
| 30D | -3.6% | +13.4% | -17.0% | -12.0% |
| 3M | -2.6% | +9.4% | -12.0% | -9.4% |
| 6M | +7.6% | +19.3% | -11.7% | -6.9% |
| YTD | +59.6% | +57.3% | +2.3% | +11.3% |
| 1Y | +62.2% | +69.1% | -6.9% | +7.2% |
| 3Y | +49.6% | +85.6% | -36.0% | -14.0% |
| 5Y | +98.9% | +32.9% | +66.0% | +42.9% |
| 10Y | +45.1% | +58.3% | -13.2% | -15.8% |
| All | +45.1% | +55.0% | -9.8% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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