-91.2%
AIG vs OVV
+162.8%
-254.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.4% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -4.9% | +11.7% | -16.6% | -8.0% |
| 3M | +4.5% | +9.8% | -5.3% | +1.1% |
| 6M | -1.4% | +26.6% | -28.0% | -9.1% |
| YTD | -9.8% | +67.0% | -76.8% | -23.5% |
| 1Y | -4.5% | +55.9% | -60.5% | -17.8% |
| 3Y | +37.4% | +45.5% | -8.1% | +16.3% |
| 5Y | +55.0% | +157.3% | -102.4% | +3.2% |
| 10Y | +63.7% | +65.0% | -1.3% | -16.5% |
| All | -91.2% | +162.8% | -254.0% | -96.5% |
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