-57.8%
OVV vs BTG
+392.0%
-449.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.5% |
| 7D | +0.3% | -0.9% | +1.1% | +0.3% |
| 30D | +11.7% | +36.8% | -25.1% | +5.9% |
| 3M | +9.8% | +23.1% | -13.3% | +5.3% |
| 6M | +26.6% | +3.5% | +23.1% | +23.3% |
| YTD | +67.0% | +25.5% | +41.5% | +56.8% |
| 1Y | +55.9% | +40.1% | +15.8% | +42.7% |
| 3Y | +45.5% | +101.1% | -55.6% | +22.5% |
| 5Y | +157.3% | +70.6% | +86.8% | +121.1% |
| 10Y | +65.0% | +152.1% | -87.1% | +26.8% |
| All | -57.8% | +392.0% | -449.8% | -80.4% |
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