+50.8%
OVV vs AEIS
+546.3%
-495.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -2.1% |
| 7D | -3.7% | +8.1% | -11.9% | -6.6% |
| 30D | +8.0% | -11.1% | +19.1% | +11.8% |
| 3M | +11.3% | -5.6% | +16.9% | +8.4% |
| 6M | +24.0% | -0.6% | +24.6% | +14.0% |
| YTD | +65.3% | +38.0% | +27.3% | +29.1% |
| 1Y | +60.2% | +87.2% | -27.1% | +6.2% |
| 3Y | +46.9% | +179.7% | -132.7% | -23.7% |
| 5Y | +158.7% | +241.7% | -83.0% | +17.2% |
| 10Y | +50.8% | +547.2% | -496.3% | -44.6% |
| All | +50.8% | +546.3% | -495.5% | -44.6% |
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