+50.8%
OVV vs BEN
+56.5%
-5.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -3.7% | +4.7% | -8.4% | -6.7% |
| 30D | +8.0% | +2.6% | +5.4% | +5.8% |
| 3M | +11.3% | +11.5% | -0.2% | +2.2% |
| 6M | +24.0% | +35.3% | -11.3% | -2.2% |
| YTD | +65.3% | +48.6% | +16.7% | +21.1% |
| 1Y | +60.2% | +46.7% | +13.5% | +17.4% |
| 3Y | +46.9% | +57.0% | -10.1% | -3.6% |
| 5Y | +158.7% | +41.8% | +116.9% | +73.2% |
| 10Y | +50.8% | +55.2% | -4.4% | -3.3% |
| All | +50.8% | +56.5% | -5.7% | -3.3% |
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