+1,090.0%
AON vs OVV
+162.8%
+927.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -9.1% | +0.3% | -9.4% | -9.1% |
| 30D | -10.2% | +11.7% | -22.0% | -11.5% |
| 3M | +0.5% | +9.8% | -9.3% | -0.9% |
| 6M | -4.8% | +26.6% | -31.4% | -8.1% |
| YTD | -8.0% | +67.0% | -75.0% | -14.4% |
| 1Y | -13.1% | +55.9% | -69.0% | -18.6% |
| 3Y | -1.3% | +45.5% | -46.8% | -8.5% |
| 5Y | +14.9% | +157.3% | -142.4% | -4.8% |
| 10Y | +214.9% | +65.0% | +149.9% | +125.1% |
| All | +1,090.0% | +162.8% | +927.2% | +409.2% |
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