+375.9%
AEM vs OVV
+48.9%
+327.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.9% | +4.8% |
| 7D | +17.8% | -10.7% | +28.6% | +18.7% |
| 30D | +6.2% | -5.3% | +11.5% | +6.5% |
| 3M | +12.5% | +2.4% | +10.2% | +12.1% |
| 6M | +4.4% | +5.7% | -1.2% | +3.6% |
| YTD | +19.2% | +56.8% | -37.5% | +14.4% |
| 1Y | +25.5% | +59.3% | -33.8% | +20.2% |
| 3Y | +346.4% | +49.0% | +297.5% | +325.8% |
| 5Y | +305.7% | +88.1% | +217.5% | +279.6% |
| 10Y | +375.9% | +42.5% | +333.4% | +299.9% |
| All | +375.9% | +48.9% | +327.1% | +299.9% |
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