+53.1%
OVV vs BG
+52.8%
+0.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | -2.9% | +3.7% | -6.6% | -4.3% |
| 30D | +0.9% | +12.3% | -11.5% | -3.8% |
| 3M | +11.0% | -2.2% | +13.2% | +11.6% |
| 6M | +22.3% | +5.3% | +17.0% | +19.8% |
| YTD | +65.1% | +42.4% | +22.7% | +50.1% |
| 1Y | +53.1% | +55.2% | -2.1% | +35.4% |
| All | +53.1% | +52.8% | +0.3% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 1y: compounded portfolio wealth divided by compounded BG 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…
1y analysis · Full analysis span regression · 6 months rolling