+72.0%
OVV vs AGI
-1.1%
+73.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +10.8% | -16.4% | -4.9% |
| 7D | -12.1% | -5.3% | -6.8% | -12.1% |
| 30D | +2.9% | -7.1% | +10.0% | +2.9% |
| 3M | +3.7% | +4.4% | -0.7% | +4.5% |
| 6M | +0.6% | -23.0% | +23.6% | +0.6% |
| YTD | +62.5% | -22.0% | +84.5% | +58.5% |
| 1Y | +72.0% | +0.3% | +71.7% | +61.0% |
| All | +72.0% | -1.1% | +73.1% | +61.0% |
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