+42.5%
OVV vs AEIS
+358.4%
-315.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.3% | -11.3% | -4.1% |
| 7D | -10.7% | +1.0% | -11.7% | -11.9% |
| 30D | -5.3% | -24.0% | +18.7% | +2.6% |
| 3M | +2.4% | -32.5% | +34.9% | +13.9% |
| 6M | +5.7% | -38.6% | +44.2% | +16.8% |
| YTD | +56.8% | +4.8% | +51.9% | +31.3% |
| 1Y | +59.3% | +1.3% | +57.9% | +34.6% |
| 3Y | +49.0% | +159.2% | -110.3% | -24.7% |
| 5Y | +88.1% | +140.8% | -52.7% | -5.6% |
| 10Y | +42.5% | +349.8% | -307.2% | -40.2% |
| All | +42.5% | +358.4% | -315.9% | -40.2% |
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