-4.5%
OVV vs BLDR
+387.6%
-392.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +4.0% | +3.2% |
| 7D | +1.2% | -10.3% | +11.5% | +3.5% |
| 30D | -2.5% | +19.6% | -22.1% | -7.0% |
| 3M | +0.5% | -17.0% | +17.5% | +3.3% |
| 6M | +8.5% | -16.7% | +25.2% | +9.5% |
| YTD | +64.5% | -39.4% | +103.9% | +75.6% |
| 1Y | +64.7% | -41.7% | +106.4% | +76.9% |
| 3Y | +54.1% | -49.9% | +104.0% | +65.3% |
| 5Y | +95.4% | -7.6% | +103.0% | +76.7% |
| 10Y | +54.9% | +502.3% | -447.4% | -1.5% |
| All | -4.5% | +387.6% | -392.2% | -51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling