+106.0%
OVV vs BLDR
-11.9%
+117.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.6% |
| 7D | +8.0% | -3.0% | +11.0% | +8.5% |
| 30D | -2.0% | +20.1% | -22.1% | -5.7% |
| 3M | +5.4% | -17.5% | +22.9% | +8.1% |
| 6M | +14.3% | -16.1% | +30.4% | +14.7% |
| YTD | +69.4% | -41.0% | +110.5% | +82.4% |
| 1Y | +72.4% | -41.6% | +114.0% | +85.6% |
| 3Y | +58.4% | -50.8% | +109.2% | +67.5% |
| All | +106.0% | -11.9% | +117.9% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling