+166.9%
OVBC price history and return analytics
+217.6%
-50.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +8.2% | -3.1% | +11.3% | +10.8% |
| 3M | +10.2% | -3.5% | +13.7% | +13.2% |
| 6M | +7.7% | +0.5% | +7.2% | +6.5% |
| YTD | +23.1% | +10.8% | +12.4% | +11.6% |
| 1Y | +39.9% | +11.9% | +28.0% | +25.5% |
| 3Y | +117.9% | +73.0% | +44.9% | +27.7% |
| 5Y | +99.1% | +58.6% | +40.5% | +24.2% |
| 10Y | +166.9% | +219.2% | -52.3% | -28.8% |
| All | +166.9% | +217.6% | -50.8% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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