+45.1%
OVV vs AGI
+335.7%
-290.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.3% | +7.2% | +2.6% |
| 7D | -7.3% | +13.9% | -21.2% | -9.2% |
| 30D | -3.6% | -6.2% | +2.7% | -3.1% |
| 3M | -2.6% | -6.9% | +4.3% | -2.3% |
| 6M | +7.6% | -28.7% | +36.3% | +11.5% |
| YTD | +59.6% | -19.8% | +79.4% | +59.8% |
| 1Y | +62.2% | -4.8% | +67.0% | +57.5% |
| 3Y | +49.6% | +144.3% | -94.7% | +19.4% |
| 5Y | +98.9% | +277.2% | -178.3% | +44.4% |
| 10Y | +45.1% | +365.9% | -320.7% | +2.4% |
| All | +45.1% | +335.7% | -290.5% | +2.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling