+158.7%
OVV vs BG
+84.8%
+74.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.4% | -5.4% | -3.7% |
| 7D | -3.7% | +2.4% | -6.1% | -5.2% |
| 30D | +8.0% | +15.0% | -7.0% | -1.4% |
| 3M | +11.3% | -0.7% | +11.9% | +10.9% |
| 6M | +24.0% | +7.5% | +16.5% | +17.2% |
| YTD | +65.3% | +41.6% | +23.7% | +30.6% |
| 1Y | +60.2% | +50.7% | +9.5% | +19.7% |
| 3Y | +46.9% | +20.3% | +26.7% | +25.0% |
| 5Y | +158.7% | +85.2% | +73.5% | +45.9% |
| All | +158.7% | +84.8% | +74.0% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling