+13.6%
AON vs OVV
+153.1%
-139.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -2.2% |
| 7D | -3.2% | -3.7% | +0.5% | -3.0% |
| 30D | -11.9% | +8.0% | -19.8% | -12.4% |
| 3M | -2.9% | +11.3% | -14.1% | -3.7% |
| 6M | -6.8% | +24.0% | -30.8% | -8.6% |
| YTD | -10.1% | +65.3% | -75.4% | -13.9% |
| 1Y | -14.2% | +60.2% | -74.4% | -17.8% |
| 3Y | -3.3% | +46.9% | -50.2% | -7.8% |
| 5Y | +13.6% | +158.7% | -145.1% | +1.9% |
| All | +13.6% | +153.1% | -139.5% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling