+72.3%
AA vs OVV
+54.1%
+18.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.0% | -0.4% | +1.2% |
| 7D | +1.1% | +1.2% | -0.1% | +0.6% |
| 30D | -1.3% | -2.5% | +1.3% | -0.8% |
| 3M | -23.9% | +0.5% | -24.4% | -25.1% |
| 6M | -36.8% | +8.5% | -45.3% | -40.9% |
| YTD | -22.2% | +64.5% | -86.6% | -44.5% |
| 1Y | +10.4% | +64.7% | -54.3% | -21.9% |
| All | +72.3% | +54.1% | +18.2% | +11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling