+343.3%
AEM vs OVV
+54.2%
+289.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.3% |
| 7D | +4.3% | -3.7% | +8.1% | +4.6% |
| 30D | +13.1% | +8.0% | +5.1% | +12.5% |
| 3M | +24.8% | +11.3% | +13.5% | +23.6% |
| 6M | -8.2% | +24.0% | -32.2% | -10.1% |
| YTD | +19.8% | +65.3% | -45.5% | +14.7% |
| 1Y | +32.1% | +60.2% | -28.1% | +26.6% |
| 3Y | +348.2% | +46.9% | +301.3% | +328.1% |
| 5Y | +297.5% | +158.7% | +138.7% | +265.6% |
| 10Y | +343.3% | +50.8% | +292.5% | +269.3% |
| All | +343.3% | +54.2% | +289.1% | +269.3% |
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