+1,216.8%
ARES vs OVV
+50.1%
+1,166.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +4.5% | -16.7% | +21.2% | +7.9% |
| 30D | +15.7% | -1.5% | +17.2% | +15.7% |
| 3M | -2.0% | +1.6% | -3.6% | -2.8% |
| 6M | +10.4% | +2.0% | +8.4% | +9.0% |
| YTD | -14.2% | +56.8% | -71.0% | -22.4% |
| 1Y | -7.8% | +64.8% | -72.6% | -17.5% |
| 3Y | +41.4% | +38.3% | +3.1% | +29.3% |
| 5Y | +83.7% | +84.9% | -1.2% | +56.5% |
| All | +1,216.8% | +50.1% | +1,166.7% | +774.0% |
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 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