+56.5%
OVV vs BTG
+147.2%
-90.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.2% | +0.2% |
| 7D | -3.8% | +2.4% | -6.2% | -4.2% |
| 30D | +1.3% | +9.5% | -8.2% | -0.4% |
| 3M | +14.3% | +38.5% | -24.2% | +7.4% |
| 6M | +21.1% | +5.6% | +15.5% | +17.8% |
| YTD | +66.0% | +23.9% | +42.1% | +55.4% |
| 1Y | +59.3% | +32.1% | +27.2% | +46.0% |
| 3Y | +47.6% | +103.2% | -55.6% | +20.4% |
| 5Y | +162.0% | +79.7% | +82.2% | +118.3% |
| 10Y | +56.5% | +159.1% | -102.6% | +26.1% |
| All | +56.5% | +147.2% | -90.7% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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