-1.3%
AON vs OVV
+49.8%
-51.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.1% |
| 7D | -9.1% | +0.3% | -9.4% | -9.1% |
| 30D | -10.2% | +11.7% | -22.0% | -10.6% |
| 3M | +0.5% | +9.8% | -9.3% | +0.1% |
| 6M | -4.8% | +26.6% | -31.4% | -5.9% |
| YTD | -8.0% | +67.0% | -75.0% | -10.4% |
| 1Y | -13.1% | +55.9% | -69.0% | -15.0% |
| All | -1.3% | +49.8% | -51.1% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling