+58.4%
OVV vs BN
+267.0%
-208.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.5% |
| 7D | +0.3% | -2.5% | +2.7% | +2.0% |
| 30D | +11.7% | -9.5% | +21.2% | +20.1% |
| 3M | +9.8% | -10.4% | +20.2% | +17.9% |
| 6M | +26.6% | -6.4% | +32.9% | +27.5% |
| YTD | +67.0% | -11.9% | +78.9% | +73.7% |
| 1Y | +55.9% | -8.6% | +64.5% | +55.1% |
| 3Y | +45.5% | +77.6% | -32.1% | -25.2% |
| 5Y | +157.3% | +37.0% | +120.3% | +62.9% |
| All | +58.4% | +267.0% | -208.7% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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