+155.5%
OVV vs BRO
+17.6%
+137.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.9% | -8.6% | +5.7% | -0.6% |
| 30D | +0.9% | -6.9% | +7.8% | +2.7% |
| 3M | +11.0% | +10.5% | +0.6% | +7.0% |
| 6M | +22.3% | -2.8% | +25.1% | +22.3% |
| YTD | +65.1% | -16.1% | +81.2% | +72.8% |
| 1Y | +53.1% | -27.6% | +80.7% | +69.1% |
| 3Y | +46.7% | -7.3% | +54.0% | +42.8% |
| 5Y | +155.5% | +19.0% | +136.5% | +106.8% |
| All | +155.5% | +17.6% | +137.9% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 5y: compounded portfolio wealth divided by compounded BRO 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…
5y analysis · Full analysis span regression · 6 months rolling