-25.2%
OVV vs BR
+1,486.0%
-1,511.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | -7.3% | +5.0% | -12.3% | -10.0% |
| 30D | -3.6% | +16.6% | -20.2% | -12.1% |
| 3M | -2.6% | +12.0% | -14.6% | -9.5% |
| 6M | +7.6% | +30.7% | -23.2% | -9.6% |
| YTD | +59.6% | -11.9% | +71.5% | +65.8% |
| 1Y | +62.2% | -11.6% | +73.8% | +68.0% |
| 3Y | +49.6% | +15.0% | +34.6% | +29.9% |
| 5Y | +98.9% | +18.1% | +80.8% | +65.5% |
| 10Y | +45.1% | +278.6% | -233.5% | -32.3% |
| All | -25.2% | +1,486.0% | -1,511.2% | -85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling