+50.8%
OVV vs IBN
+312.4%
-261.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | +0.1% |
| 7D | -3.7% | -2.2% | -1.5% | -2.8% |
| 30D | +8.0% | -2.3% | +10.3% | +9.0% |
| 3M | +11.3% | +15.9% | -4.6% | +3.7% |
| 6M | +24.0% | +5.6% | +18.4% | +19.3% |
| YTD | +65.3% | -0.1% | +65.4% | +62.3% |
| 1Y | +60.2% | -6.5% | +66.7% | +61.8% |
| 3Y | +46.9% | +29.3% | +17.6% | +23.2% |
| 5Y | +158.7% | +56.6% | +102.2% | +93.9% |
| 10Y | +50.8% | +314.4% | -263.5% | -14.6% |
| All | +50.8% | +312.4% | -261.5% | -14.6% |
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