+1,142.8%
AON vs OVV
+158.7%
+984.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -3.0% | -0.3% |
| 7D | -2.4% | +1.2% | -3.6% | -2.5% |
| 30D | +22.8% | -2.5% | +25.3% | +23.0% |
| 3M | -5.3% | +0.5% | -5.8% | -5.7% |
| 6M | +8.4% | +8.5% | -0.1% | +6.7% |
| YTD | -3.9% | +64.5% | -68.4% | -10.6% |
| 1Y | -3.1% | +64.7% | -67.8% | -10.0% |
| 3Y | +3.0% | +54.1% | -51.2% | -5.3% |
| 5Y | +16.7% | +95.4% | -78.7% | +0.3% |
| 10Y | +232.6% | +54.9% | +177.7% | +140.4% |
| All | +1,142.8% | +158.7% | +984.0% | +431.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling