+54.8%
OVV vs BLDR
+473.7%
-418.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.6% | +5.8% | +3.5% |
| 7D | +6.5% | -8.2% | +14.7% | +9.5% |
| 30D | -2.7% | +16.3% | -18.9% | -9.4% |
| 3M | +3.1% | -17.0% | +20.1% | +7.8% |
| 6M | +12.8% | -17.4% | +30.2% | +14.2% |
| YTD | +68.1% | -41.6% | +109.7% | +89.9% |
| 1Y | +73.6% | -43.5% | +117.2% | +97.9% |
| 3Y | +57.6% | -51.6% | +109.2% | +73.4% |
| 5Y | +104.5% | -11.6% | +116.1% | +49.8% |
| All | +54.8% | +473.7% | -418.9% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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