+296.4%
ARM vs OVV
+43.7%
+252.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.7% | +5.7% | +4.4% |
| 7D | +5.5% | +0.3% | +5.2% | +5.3% |
| 30D | -8.2% | +11.7% | -19.9% | -11.6% |
| 3M | -35.9% | +9.8% | -45.7% | -38.5% |
| 6M | +103.1% | +26.6% | +76.6% | +79.9% |
| YTD | +130.6% | +67.0% | +63.6% | +77.9% |
| 1Y | +86.1% | +55.9% | +30.1% | +47.5% |
| All | +296.4% | +43.7% | +252.7% | +190.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling