+112.7%
AMT vs OVV
+50.1%
+62.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -2.6% |
| 7D | +0.5% | -16.7% | +17.2% | +1.5% |
| 30D | +13.6% | -1.5% | +15.1% | +13.7% |
| 3M | +11.5% | +1.6% | +9.9% | +11.3% |
| 6M | +6.9% | +2.0% | +4.9% | +6.6% |
| YTD | +10.8% | +56.8% | -46.0% | +7.8% |
| 1Y | +10.3% | +64.8% | -54.5% | +6.9% |
| 3Y | +12.4% | +38.3% | -25.9% | +9.0% |
| 5Y | -20.1% | +84.9% | -105.0% | -24.7% |
| All | +112.7% | +50.1% | +62.6% | +66.7% |
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