+59.3%
OVV vs BTSG
+147.4%
-88.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.4% |
| 7D | -3.8% | +2.9% | -6.7% | -3.7% |
| 30D | +1.3% | +0.9% | +0.4% | +1.3% |
| 3M | +14.3% | +1.6% | +12.7% | +14.4% |
| 6M | +21.1% | +46.8% | -25.7% | +19.7% |
| YTD | +66.0% | +65.5% | +0.5% | +62.2% |
| 1Y | +59.3% | +136.2% | -77.0% | +46.9% |
| All | +59.3% | +147.4% | -88.1% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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