+106.0%
OVV vs BEN
+28.2%
+77.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.6% |
| 7D | +8.0% | +6.8% | +1.3% | +5.2% |
| 30D | -2.0% | +18.0% | -20.0% | -8.7% |
| 3M | +5.4% | +7.5% | -2.0% | +1.8% |
| 6M | +14.3% | +14.7% | -0.4% | +6.5% |
| YTD | +69.4% | +56.1% | +13.3% | +35.1% |
| 1Y | +72.4% | +69.6% | +2.8% | +31.8% |
| 3Y | +58.4% | +87.7% | -29.3% | +8.9% |
| All | +106.0% | +28.2% | +77.7% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling