+1,070.3%
ATI vs OVV
+61.5%
+1,008.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +3.5% |
| 7D | -0.1% | +0.3% | -0.3% | -0.2% |
| 30D | +2.7% | +11.7% | -9.0% | -1.0% |
| 3M | +16.3% | +9.8% | +6.5% | +12.0% |
| 6M | +30.2% | +26.6% | +3.6% | +18.1% |
| YTD | +83.6% | +67.0% | +16.5% | +51.6% |
| 1Y | +173.0% | +55.9% | +117.1% | +129.2% |
| 3Y | +356.6% | +45.5% | +311.1% | +283.0% |
| 5Y | +1,074.2% | +157.3% | +916.8% | +669.6% |
| All | +1,070.3% | +61.5% | +1,008.7% | +590.8% |
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