+83.5%
OVV vs AEIS
+109.5%
-26.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.8% | -2.1% |
| 7D | -16.7% | -11.3% | -5.4% | -14.6% |
| 30D | -1.5% | -32.6% | +31.1% | +7.1% |
| 3M | +1.6% | -39.2% | +40.7% | +12.1% |
| 6M | +2.0% | -45.4% | +47.4% | +13.2% |
| YTD | +56.8% | -5.8% | +62.6% | +37.3% |
| 1Y | +64.8% | -10.0% | +74.8% | +46.2% |
| 3Y | +38.3% | +121.2% | -82.9% | -22.9% |
| All | +83.5% | +109.5% | -26.0% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling