+445.6%
AG vs OVV
-23.4%
+469.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.2% | -1.4% |
| 7D | +1.0% | +0.3% | +0.7% | +0.9% |
| 30D | +19.2% | +11.7% | +7.4% | +14.9% |
| 3M | +6.2% | +9.8% | -3.6% | +2.2% |
| 6M | -26.7% | +26.6% | -53.2% | -33.6% |
| YTD | +26.1% | +67.0% | -40.9% | +4.3% |
| 1Y | +131.7% | +55.9% | +75.7% | +95.0% |
| 3Y | +255.3% | +45.5% | +209.8% | +197.0% |
| 5Y | +61.9% | +157.3% | -95.4% | +5.1% |
| 10Y | +72.0% | +65.0% | +7.0% | -16.9% |
| All | +445.6% | -23.4% | +469.1% | +285.5% |
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