+294.5%
AG vs OVV
-28.1%
+322.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.5% | +2.0% |
| 7D | +6.3% | -16.7% | +23.0% | +12.3% |
| 30D | -8.9% | -1.5% | -7.5% | -9.1% |
| 3M | -12.2% | +1.6% | -13.8% | -13.4% |
| 6M | -28.3% | +2.0% | -30.3% | -30.2% |
| YTD | -8.8% | +56.8% | -65.6% | -23.7% |
| 1Y | +39.4% | +64.8% | -25.5% | +14.5% |
| 3Y | +229.4% | +38.3% | +191.2% | +178.7% |
| 5Y | +14.5% | +84.9% | -70.3% | -17.5% |
| 10Y | +82.7% | +54.5% | +28.2% | -9.3% |
| All | +294.5% | -28.1% | +322.6% | +182.0% |
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