+1,009.8%
ATI vs OVV
+48.9%
+960.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.1% | +4.6% |
| 7D | +6.2% | -16.7% | +22.8% | +12.0% |
| 30D | -7.1% | -1.5% | -5.6% | -7.1% |
| 3M | -21.3% | +1.6% | -22.9% | -22.5% |
| 6M | +6.5% | +2.0% | +4.5% | +4.0% |
| YTD | +53.2% | +56.8% | -3.6% | +28.2% |
| 1Y | +82.7% | +64.8% | +17.9% | +49.8% |
| 3Y | +314.3% | +38.3% | +276.0% | +251.9% |
| 5Y | +890.9% | +84.9% | +806.0% | +619.9% |
| All | +1,009.8% | +48.9% | +960.9% | +588.4% |
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 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