+53.6%
AA vs OVV
+48.9%
+4.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.8% |
| 7D | +4.8% | -10.7% | +15.6% | +9.9% |
| 30D | -0.6% | -5.3% | +4.6% | +1.1% |
| 3M | -16.3% | +2.4% | -18.7% | -18.0% |
| 6M | -33.4% | +5.7% | -39.1% | -36.3% |
| YTD | -20.7% | +56.8% | -77.4% | -37.1% |
| 1Y | +12.9% | +59.3% | -46.3% | -11.4% |
| 3Y | +75.7% | +49.0% | +26.7% | +40.4% |
| 5Y | -6.8% | +88.1% | -94.9% | -34.2% |
| 10Y | +53.6% | +42.5% | +11.1% | -21.7% |
| All | +53.6% | +48.9% | +4.8% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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