+640.7%
ADI vs OVV
+57.6%
+583.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.2% | -0.3% |
| 7D | +13.4% | +6.5% | +6.8% | +12.1% |
| 30D | -1.3% | -2.7% | +1.4% | -0.9% |
| 3M | +6.8% | +3.1% | +3.6% | +5.9% |
| 6M | -1.9% | +12.8% | -14.7% | -4.7% |
| YTD | +52.3% | +68.1% | -15.9% | +36.8% |
| 1Y | +71.6% | +73.6% | -2.0% | +53.1% |
| 3Y | +148.9% | +57.6% | +91.3% | +123.3% |
| 5Y | +140.8% | +104.5% | +36.3% | +100.2% |
| All | +640.7% | +57.6% | +583.0% | +370.5% |
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 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