+46.9%
OVV vs BR
-4.7%
+51.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.4% | -0.5% |
| 7D | -3.7% | -5.9% | +2.2% | -2.4% |
| 30D | +8.0% | +1.9% | +6.1% | +7.4% |
| 3M | +11.3% | +14.7% | -3.4% | +7.5% |
| 6M | +24.0% | -12.8% | +36.8% | +29.7% |
| YTD | +65.3% | -23.0% | +88.4% | +82.3% |
| 1Y | +60.2% | -31.7% | +91.8% | +87.1% |
| 3Y | +46.9% | -4.8% | +51.7% | +43.8% |
| All | +46.9% | -4.7% | +51.6% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 3y: compounded portfolio wealth divided by compounded BR 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…
3y analysis · Full analysis span regression · 6 months rolling