+55.9%
OVV vs AGI
+17.6%
+38.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.8% |
| 7D | +0.3% | +0.6% | -0.3% | +0.3% |
| 30D | +11.7% | +18.2% | -6.5% | +12.5% |
| 3M | +9.8% | -4.1% | +13.9% | +10.5% |
| 6M | +26.6% | -28.7% | +55.3% | +29.8% |
| YTD | +67.0% | -4.0% | +71.0% | +64.9% |
| 1Y | +55.9% | +17.4% | +38.5% | +57.5% |
| All | +55.9% | +17.6% | +38.3% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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