+54.8%
OVV vs AEIS
+350.2%
-295.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.5% | +2.7% |
| 7D | +6.5% | +23.2% | -16.7% | -1.5% |
| 30D | -2.7% | -17.0% | +14.3% | +2.2% |
| 3M | +3.1% | -32.2% | +35.3% | +14.9% |
| 6M | +12.8% | -32.6% | +45.4% | +20.3% |
| YTD | +68.1% | +9.4% | +58.8% | +38.6% |
| 1Y | +73.6% | +7.7% | +66.0% | +43.3% |
| 3Y | +57.6% | +157.9% | -100.3% | -19.8% |
| 5Y | +104.5% | +154.8% | -50.2% | +0.2% |
| All | +54.8% | +350.2% | -295.4% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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