+269.8%
OVBC price history and return analytics
+345.0%
-75.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -0.2% |
| 7D | -1.2% | -4.2% | +3.0% | +0.4% |
| 30D | +6.2% | -5.8% | +12.0% | +8.6% |
| 3M | +13.0% | -5.2% | +18.2% | +15.3% |
| 6M | +9.0% | +0.1% | +8.8% | +8.7% |
| YTD | +23.3% | +8.2% | +15.1% | +19.2% |
| 1Y | +37.1% | +10.1% | +27.0% | +31.6% |
| 3Y | +134.1% | +69.7% | +64.4% | +88.5% |
| 5Y | +106.9% | +53.4% | +53.5% | +71.4% |
| 10Y | +171.7% | +219.2% | -47.5% | +80.9% |
| All | +269.8% | +345.0% | -75.2% | +146.0% |
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