+56.0%
OVV vs BUD
-2.1%
+58.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.1% |
| 7D | +8.0% | +1.0% | +7.0% | +7.3% |
| 30D | -2.0% | +6.7% | -8.7% | -6.5% |
| 3M | +5.4% | +5.7% | -0.3% | +0.9% |
| 6M | +14.3% | +5.8% | +8.5% | +8.5% |
| YTD | +69.4% | +34.4% | +35.0% | +35.6% |
| 1Y | +72.4% | +33.3% | +39.1% | +38.4% |
| 3Y | +58.4% | +48.8% | +9.6% | +11.6% |
| 5Y | +106.1% | +52.5% | +53.6% | +35.0% |
| All | +56.0% | -2.1% | +58.1% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling