+64.7%
OVV vs BTG
+26.4%
+38.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.5% | +2.9% |
| 7D | +1.2% | +1.4% | -0.1% | +1.3% |
| 30D | -2.5% | -1.1% | -1.4% | -2.2% |
| 3M | +0.5% | +2.5% | -2.0% | +1.0% |
| 6M | +8.5% | -3.1% | +11.5% | +9.7% |
| YTD | +64.5% | +16.3% | +48.2% | +60.8% |
| 1Y | +64.7% | +27.6% | +37.1% | +56.7% |
| All | +64.7% | +26.4% | +38.3% | +56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling