+115.2%
AA vs OVV
+61.5%
+53.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.4% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +5.0% | +11.7% | -6.7% | -0.1% |
| 3M | -35.8% | +9.8% | -45.6% | -38.8% |
| 6M | -18.4% | +26.6% | -45.0% | -27.7% |
| YTD | -5.5% | +67.0% | -72.5% | -26.3% |
| 1Y | +61.0% | +55.9% | +5.0% | +28.3% |
| 3Y | +66.2% | +45.5% | +20.7% | +34.8% |
| 5Y | +11.4% | +157.3% | -146.0% | -29.9% |
| All | +115.2% | +61.5% | +53.6% | +3.7% |
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