+53.7%
AIG vs OVV
+162.0%
-108.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | -1.4% | -3.8% | +2.4% | -0.6% |
| 30D | -3.3% | +1.3% | -4.6% | -3.6% |
| 3M | +2.2% | +14.3% | -12.2% | -1.1% |
| 6M | -2.1% | +21.1% | -23.2% | -7.1% |
| YTD | -11.2% | +66.0% | -77.2% | -21.9% |
| 1Y | -2.1% | +59.3% | -61.4% | -13.4% |
| 3Y | +34.4% | +47.6% | -13.2% | +17.4% |
| 5Y | +53.7% | +162.0% | -108.2% | +8.2% |
| All | +53.7% | +162.0% | -108.2% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling