+56.0%
OVV vs AFL
+339.8%
-283.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | +8.0% | +2.9% | +5.2% | +5.4% |
| 30D | -2.0% | +8.0% | -10.0% | -8.6% |
| 3M | +5.4% | +5.9% | -0.5% | -0.2% |
| 6M | +14.3% | +11.6% | +2.6% | +2.6% |
| YTD | +69.4% | +17.5% | +51.9% | +43.4% |
| 1Y | +72.4% | +13.3% | +59.1% | +50.7% |
| 3Y | +58.4% | +67.0% | -8.6% | -7.6% |
| 5Y | +106.1% | +150.6% | -44.5% | -19.8% |
| All | +56.0% | +339.8% | -283.8% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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