+1,003.8%
ATI vs OVV
+51.8%
+951.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.0% | -0.4% | +1.7% |
| 7D | +4.7% | +1.2% | +3.5% | +4.3% |
| 30D | -0.2% | -2.5% | +2.3% | +0.1% |
| 3M | -18.5% | +0.5% | -19.0% | -19.4% |
| 6M | +16.4% | +8.5% | +7.9% | +11.4% |
| YTD | +63.4% | +64.5% | -1.0% | +34.7% |
| 1Y | +91.5% | +64.7% | +26.9% | +57.2% |
| 3Y | +329.2% | +54.1% | +275.1% | +252.5% |
| 5Y | +966.7% | +95.4% | +871.3% | +661.8% |
| 10Y | +1,003.8% | +54.9% | +948.8% | +549.6% |
| All | +1,003.8% | +51.8% | +951.9% | +549.6% |
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