+55.4%
OVV vs BNS
+187.0%
-131.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.5% |
| 7D | -2.9% | -2.2% | -0.7% | -0.4% |
| 30D | +0.9% | +4.5% | -3.6% | -5.5% |
| 3M | +11.0% | +14.9% | -3.9% | -8.3% |
| 6M | +22.3% | +32.5% | -10.2% | -17.3% |
| YTD | +65.1% | +28.6% | +36.5% | +15.1% |
| 1Y | +53.1% | +48.4% | +4.8% | -12.0% |
| 3Y | +46.7% | +130.8% | -84.1% | -56.0% |
| 5Y | +155.5% | +94.8% | +60.7% | -3.5% |
| All | +55.4% | +187.0% | -131.6% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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