+214.0%
ARM vs OVV
+35.0%
+179.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -2.9% | -10.2% | -12.3% |
| 7D | -27.1% | -14.9% | -12.2% | -24.0% |
| 30D | -44.9% | -0.9% | -44.0% | -44.9% |
| 3M | -39.3% | +5.6% | -44.9% | -41.0% |
| 6M | -20.2% | -2.5% | -17.7% | -21.1% |
| YTD | +52.5% | +57.8% | -5.3% | +18.4% |
| 1Y | +4.1% | +70.1% | -66.0% | -22.7% |
| All | +214.0% | +35.0% | +179.0% | +126.4% |
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 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