+83.5%
OVV vs BLDR
-8.6%
+92.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +0.1% |
| 7D | -16.7% | -3.7% | -13.0% | -16.4% |
| 30D | -1.5% | +16.8% | -18.3% | -4.6% |
| 3M | +1.6% | -13.7% | +15.3% | +3.3% |
| 6M | +2.0% | -21.9% | +23.9% | +4.4% |
| YTD | +56.8% | -39.2% | +96.0% | +68.2% |
| 1Y | +64.8% | -42.6% | +107.5% | +79.1% |
| 3Y | +38.3% | -50.2% | +88.5% | +46.5% |
| All | +83.5% | -8.6% | +92.1% | +21.8% |
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