-57.5%
OVV vs BTG
+336.6%
-394.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.2% | +6.5% | +2.9% |
| 7D | +6.5% | -5.9% | +12.4% | +7.3% |
| 30D | -2.7% | -5.0% | +2.3% | -2.4% |
| 3M | +3.1% | -4.5% | +7.6% | +3.0% |
| 6M | +12.8% | -7.0% | +19.8% | +12.0% |
| YTD | +68.1% | +11.4% | +56.8% | +59.7% |
| 1Y | +73.6% | +20.1% | +53.5% | +62.7% |
| 3Y | +57.6% | +81.5% | -23.9% | +34.0% |
| 5Y | +104.5% | +32.1% | +72.4% | +81.5% |
| 10Y | +58.4% | +166.4% | -108.0% | +20.7% |
| All | -57.5% | +336.6% | -394.1% | -80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling