+158.7%
OVV vs BTG
+72.2%
+86.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.8% | -0.5% |
| 7D | -3.7% | +4.8% | -8.5% | -4.6% |
| 30D | +8.0% | +8.3% | -0.4% | +6.1% |
| 3M | +11.3% | +32.3% | -21.0% | +4.1% |
| 6M | +24.0% | +3.0% | +21.0% | +21.0% |
| YTD | +65.3% | +21.9% | +43.4% | +51.9% |
| 1Y | +60.2% | +28.2% | +32.0% | +42.7% |
| 3Y | +46.9% | +99.9% | -53.0% | +5.7% |
| 5Y | +158.7% | +73.6% | +85.2% | +104.7% |
| All | +158.7% | +72.2% | +86.5% | +104.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling