+112.7%
ADI vs OVV
+49.8%
+62.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +2.1% |
| 7D | +0.4% | +0.3% | +0.2% | +0.3% |
| 30D | -3.8% | +11.7% | -15.5% | -6.8% |
| 3M | -15.3% | +9.8% | -25.1% | -17.9% |
| 6M | +6.7% | +26.6% | -19.9% | -2.4% |
| YTD | +34.8% | +67.0% | -32.3% | +11.2% |
| 1Y | +49.0% | +55.9% | -6.9% | +25.4% |
| All | +112.7% | +49.8% | +62.9% | +71.4% |
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