+257.4%
OVBC price history and return analytics
+374.2%
-116.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.8% | +0.4% | +2.3% | +2.6% |
| 30D | +9.2% | +1.0% | +8.3% | +8.8% |
| 3M | -2.2% | +2.4% | -4.6% | -3.3% |
| 6M | +9.8% | +12.0% | -2.2% | +4.9% |
| YTD | +19.2% | +15.3% | +3.9% | +12.5% |
| 1Y | +30.0% | +22.6% | +7.4% | +19.7% |
| 3Y | +109.7% | +74.7% | +35.0% | +66.8% |
| 5Y | +102.4% | +66.1% | +36.3% | +62.5% |
| 10Y | +190.4% | +225.0% | -34.7% | +89.7% |
| All | +257.4% | +374.2% | -116.8% | +132.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling