-9.0%
AUR vs OVV
+75.2%
-84.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.6% | +1.2% | -4.7% |
| 7D | -19.8% | -12.1% | -7.7% | -20.4% |
| 30D | -29.0% | +2.9% | -31.9% | -29.0% |
| 3M | -43.6% | +3.7% | -47.3% | -43.5% |
| 6M | -36.6% | +0.6% | -37.3% | -36.3% |
| YTD | +6.3% | +62.5% | -56.2% | -6.0% |
| 1Y | -9.0% | +72.0% | -81.0% | -24.3% |
| All | -9.0% | +75.2% | -84.2% | -24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling