+1,871.8%
AEM vs OVV
+146.7%
+1,725.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.5% |
| 7D | +15.8% | -16.7% | +32.5% | +20.1% |
| 30D | +6.2% | -1.5% | +7.7% | +6.1% |
| 3M | +14.3% | +1.6% | +12.8% | +13.2% |
| 6M | +1.4% | +2.0% | -0.6% | -0.3% |
| YTD | +13.7% | +56.8% | -43.1% | +0.8% |
| 1Y | +21.3% | +64.8% | -43.5% | +6.1% |
| 3Y | +309.9% | +38.3% | +271.6% | +261.0% |
| 5Y | +301.0% | +84.9% | +216.1% | +212.4% |
| 10Y | +344.0% | +54.5% | +289.5% | +156.2% |
| All | +1,871.8% | +146.7% | +1,725.1% | +563.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling