+13.0%
AAL vs OVV
+34.1%
-21.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.6% | +2.0% |
| 7D | +4.6% | -16.7% | +21.3% | +5.8% |
| 30D | +2.6% | -1.5% | +4.1% | +2.2% |
| 3M | -17.8% | +1.6% | -19.3% | -18.5% |
| 6M | +1.9% | +2.0% | -0.2% | +0.5% |
| YTD | -14.0% | +56.8% | -70.8% | -26.2% |
| 1Y | +0.2% | +64.8% | -64.6% | -15.8% |
| 3Y | +13.0% | +38.3% | -25.2% | -3.2% |
| All | +13.0% | +34.1% | -21.1% | -3.2% |
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