+49.6%
OVV vs BR
+15.5%
+34.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.8% |
| 7D | -7.3% | +5.0% | -12.3% | -8.2% |
| 30D | -3.6% | +16.6% | -20.2% | -6.9% |
| 3M | -2.6% | +12.0% | -14.6% | -5.2% |
| 6M | +7.6% | +30.7% | -23.2% | +1.0% |
| YTD | +59.6% | -11.9% | +71.5% | +70.5% |
| 1Y | +62.2% | -11.6% | +73.8% | +72.9% |
| 3Y | +49.6% | +15.0% | +34.6% | +39.4% |
| All | +49.6% | +15.5% | +34.1% | +39.4% |
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