+1,029.6%
ARES vs OVV
+54.2%
+975.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | -0.3% | -3.7% | +3.4% | +0.3% |
| 30D | +1.3% | +8.0% | -6.7% | -0.2% |
| 3M | +10.4% | +11.3% | -0.9% | +7.8% |
| 6M | +29.0% | +24.0% | +5.0% | +22.8% |
| YTD | -12.2% | +65.3% | -77.5% | -21.0% |
| 1Y | -18.4% | +60.2% | -78.6% | -26.4% |
| 3Y | +43.2% | +46.9% | -3.8% | +29.9% |
| 5Y | +102.6% | +158.7% | -56.1% | +64.8% |
| 10Y | +1,029.6% | +50.8% | +978.8% | +653.2% |
| All | +1,029.6% | +54.2% | +975.4% | +653.2% |
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 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