+133.7%
AMT vs OVV
+46.5%
+87.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.6% |
| 7D | +1.6% | -7.3% | +8.9% | +2.0% |
| 30D | +4.5% | -3.6% | +8.0% | +4.6% |
| 3M | +13.8% | -2.6% | +16.4% | +13.9% |
| 6M | +10.0% | +7.6% | +2.5% | +9.4% |
| YTD | +11.8% | +59.6% | -47.9% | +8.5% |
| 1Y | +10.2% | +62.2% | -52.0% | +6.9% |
| 3Y | +15.1% | +49.6% | -34.5% | +11.1% |
| 5Y | -18.8% | +98.9% | -117.8% | -23.9% |
| 10Y | +133.7% | +45.1% | +88.5% | +82.6% |
| All | +133.7% | +46.5% | +87.2% | +82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling