+141.2%
ADI vs OVV
+160.2%
-19.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +2.0% |
| 7D | +0.4% | +0.3% | +0.2% | +0.4% |
| 30D | -3.8% | +11.7% | -15.5% | -6.3% |
| 3M | -15.3% | +9.8% | -25.1% | -17.4% |
| 6M | +6.7% | +26.6% | -19.9% | -0.3% |
| YTD | +34.8% | +67.0% | -32.3% | +17.3% |
| 1Y | +49.0% | +55.9% | -6.9% | +31.4% |
| 3Y | +108.1% | +45.5% | +62.6% | +81.3% |
| All | +141.2% | +160.2% | -19.0% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling