+20.6%
AEM vs OVV
+58.4%
-37.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.9% | +4.8% |
| 7D | +17.8% | -10.7% | +28.6% | +15.7% |
| 30D | +6.2% | -5.3% | +11.5% | +5.0% |
| 3M | +12.5% | +2.4% | +10.2% | +12.6% |
| 6M | +4.4% | +5.7% | -1.2% | +5.0% |
| YTD | +19.2% | +56.8% | -37.5% | +12.2% |
| All | +20.6% | +58.4% | -37.8% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling