+4.1%
ARM vs OVV
+72.9%
-68.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -2.9% | -10.2% | -13.9% |
| 7D | -27.1% | -14.9% | -12.2% | -31.1% |
| 30D | -44.9% | -0.9% | -44.0% | -44.5% |
| 3M | -39.3% | +5.6% | -44.9% | -37.4% |
| 6M | -20.2% | -2.5% | -17.7% | -18.5% |
| YTD | +52.5% | +57.8% | -5.3% | +51.7% |
| 1Y | +4.1% | +70.1% | -66.0% | +5.4% |
| All | +4.1% | +72.9% | -68.8% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling