+155.0%
OVV vs BEN
+424.1%
-269.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.4% | -3.2% |
| 7D | -16.7% | +6.6% | -23.3% | -19.9% |
| 30D | -1.5% | +3.8% | -5.3% | -4.2% |
| 3M | +1.6% | +0.2% | +1.4% | +0.4% |
| 6M | +2.0% | +10.4% | -8.4% | -5.5% |
| YTD | +56.8% | +46.2% | +10.6% | +22.0% |
| 1Y | +64.8% | +52.3% | +12.6% | +24.9% |
| 3Y | +38.3% | +65.9% | -27.7% | -4.2% |
| 5Y | +84.9% | +20.6% | +64.3% | +50.2% |
| 10Y | +54.5% | +64.8% | -10.3% | +13.8% |
| All | +155.0% | +424.1% | -269.0% | +21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling