+48.2%
OVV vs BEN
+62.2%
-14.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.4% | -3.6% |
| 7D | -16.7% | +6.6% | -23.3% | -20.4% |
| 30D | -1.5% | +3.8% | -5.3% | -4.7% |
| 3M | +1.6% | +0.2% | +1.4% | +0.1% |
| 6M | +2.0% | +10.4% | -8.4% | -7.0% |
| YTD | +56.8% | +46.2% | +10.6% | +15.3% |
| 1Y | +64.8% | +52.3% | +12.6% | +17.2% |
| 3Y | +38.3% | +65.9% | -27.7% | -13.4% |
| 5Y | +84.9% | +20.6% | +64.3% | +42.9% |
| All | +48.2% | +62.2% | -14.0% | -7.0% |
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