+120.2%
AG vs OVV
+57.1%
+63.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.1% |
| 7D | +4.5% | -3.7% | +8.2% | +4.3% |
| 30D | +12.9% | +8.0% | +4.9% | +13.3% |
| 3M | +20.9% | +11.3% | +9.7% | +21.7% |
| 6M | -19.5% | +24.0% | -43.5% | -22.5% |
| YTD | +24.8% | +65.3% | -40.5% | +13.1% |
| 1Y | +120.2% | +60.2% | +60.1% | +92.2% |
| All | +120.2% | +57.1% | +63.1% | +92.2% |
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 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