+150.0%
AUR vs OVV
+54.1%
+95.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | 0.0% |
| 7D | +12.7% | +1.2% | +11.5% | +12.2% |
| 30D | -18.7% | -2.5% | -16.2% | -18.5% |
| 3M | -33.8% | +0.5% | -34.3% | -34.7% |
| 6M | -36.6% | +8.5% | -45.1% | -40.2% |
| YTD | +19.8% | +64.5% | -44.7% | -10.6% |
| 1Y | +8.0% | +64.7% | -56.7% | -19.7% |
| All | +150.0% | +54.1% | +95.9% | +88.1% |
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