+630.6%
ADI vs OVV
+48.9%
+581.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | 0.0% | +8.6% | +8.6% |
| 7D | -4.4% | -10.7% | +6.3% | -2.5% |
| 30D | -2.8% | -5.3% | +2.5% | -2.0% |
| 3M | +1.5% | +2.4% | -0.9% | +0.7% |
| 6M | -4.7% | +5.7% | -10.4% | -6.3% |
| YTD | +46.8% | +56.8% | -9.9% | +33.6% |
| 1Y | +74.9% | +59.3% | +15.6% | +58.4% |
| 3Y | +147.4% | +49.0% | +98.5% | +124.2% |
| 5Y | +131.9% | +88.1% | +43.8% | +95.6% |
| 10Y | +630.6% | +42.5% | +588.0% | +371.3% |
| All | +630.6% | +48.9% | +581.7% | +371.3% |
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