+54.9%
OVV vs BEN
+60.1%
-5.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +1.2% | +7.2% | -5.9% | -3.5% |
| 30D | -2.5% | +14.1% | -16.6% | -11.4% |
| 3M | +0.5% | +9.9% | -9.4% | -6.8% |
| 6M | +8.5% | +17.4% | -8.9% | -5.1% |
| YTD | +64.5% | +57.3% | +7.2% | +14.7% |
| 1Y | +64.7% | +66.9% | -2.3% | +9.9% |
| 3Y | +54.1% | +85.7% | -31.5% | -11.4% |
| 5Y | +95.4% | +31.2% | +64.2% | +41.9% |
| 10Y | +54.9% | +61.0% | -6.1% | -10.1% |
| All | +54.9% | +60.1% | -5.1% | -10.1% |
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