+60.2%
OVV vs AEIS
+86.7%
-26.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -0.9% |
| 7D | -3.7% | +8.1% | -11.9% | -3.4% |
| 30D | +8.0% | -11.1% | +19.1% | +7.5% |
| 3M | +11.3% | -5.6% | +16.9% | +11.4% |
| 6M | +24.0% | -0.6% | +24.6% | +23.0% |
| YTD | +65.3% | +38.0% | +27.3% | +62.4% |
| 1Y | +60.2% | +87.2% | -27.1% | +52.5% |
| All | +60.2% | +86.7% | -26.5% | +52.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling