+41.6%
AA vs OVV
+58.9%
-17.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.5% | -2.1% |
| 7D | +0.5% | +8.0% | -7.5% | -2.9% |
| 30D | -0.6% | -2.0% | +1.4% | -0.3% |
| 3M | -19.7% | +5.4% | -25.1% | -22.3% |
| 6M | -41.6% | +14.3% | -55.8% | -46.0% |
| YTD | -24.6% | +69.4% | -94.1% | -42.3% |
| 1Y | +4.9% | +72.4% | -67.5% | -20.4% |
| 3Y | +66.8% | +58.4% | +8.5% | +29.8% |
| 5Y | -19.4% | +106.1% | -125.5% | -45.4% |
| All | +41.6% | +58.9% | -17.3% | -30.7% |
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