+205.6%
AON vs OVV
+55.1%
+150.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | -7.9% | -3.8% | -4.1% | -7.6% |
| 30D | -14.6% | +1.3% | -15.9% | -14.8% |
| 3M | -7.9% | +14.3% | -22.2% | -9.3% |
| 6M | -8.0% | +21.1% | -29.1% | -10.1% |
| YTD | -13.2% | +66.0% | -79.3% | -18.0% |
| 1Y | -16.4% | +59.3% | -75.7% | -20.8% |
| 3Y | -6.7% | +47.6% | -54.2% | -12.2% |
| 5Y | +8.0% | +162.0% | -153.9% | -7.1% |
| 10Y | +205.6% | +56.5% | +149.1% | +113.4% |
| All | +205.6% | +55.1% | +150.5% | +113.4% |
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