+42.5%
OVV vs IBN
+368.7%
-326.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.8% |
| 7D | -10.7% | +14.6% | -25.3% | -16.2% |
| 30D | -5.3% | +23.5% | -28.8% | -14.2% |
| 3M | +2.4% | +14.0% | -11.6% | -4.0% |
| 6M | +5.7% | +31.1% | -25.5% | -7.7% |
| YTD | +56.8% | +16.6% | +40.2% | +42.8% |
| 1Y | +59.3% | +14.9% | +44.4% | +46.1% |
| 3Y | +49.0% | +56.9% | -7.9% | +13.2% |
| 5Y | +88.1% | +69.7% | +18.5% | +35.4% |
| 10Y | +42.5% | +365.4% | -322.8% | -23.1% |
| All | +42.5% | +368.7% | -326.1% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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