+211.0%
AEP vs OVV
+57.6%
+153.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.5% | -0.3% |
| 7D | +2.5% | +6.5% | -4.1% | +2.3% |
| 30D | +3.4% | -2.7% | +6.0% | +3.4% |
| 3M | +4.2% | +3.1% | +1.1% | +4.1% |
| 6M | -0.8% | +12.8% | -13.6% | -1.2% |
| YTD | +15.2% | +68.1% | -52.9% | +13.4% |
| 1Y | +8.3% | +73.6% | -65.3% | +6.5% |
| 3Y | +84.2% | +57.6% | +26.6% | +80.8% |
| 5Y | +87.8% | +104.5% | -16.7% | +82.4% |
| All | +211.0% | +57.6% | +153.4% | +171.2% |
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