+71.9%
AG vs OVV
+46.5%
+25.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.8% | -7.7% | -6.2% |
| 7D | +6.0% | -7.3% | +13.2% | +7.2% |
| 30D | -13.5% | -3.6% | -10.0% | -13.3% |
| 3M | -20.7% | -2.6% | -18.0% | -20.7% |
| 6M | -31.5% | +7.6% | -39.1% | -33.1% |
| YTD | -10.1% | +59.6% | -69.8% | -19.0% |
| 1Y | +26.0% | +62.2% | -36.2% | +13.1% |
| 3Y | +228.9% | +49.6% | +179.3% | +196.1% |
| 5Y | +8.7% | +98.9% | -90.3% | -8.1% |
| 10Y | +71.9% | +45.1% | +26.8% | +29.7% |
| All | +71.9% | +46.5% | +25.4% | +29.7% |
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 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