+56.5%
OVV vs AGI
+398.0%
-341.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.2% |
| 7D | -3.8% | +2.2% | -6.0% | -4.1% |
| 30D | +1.3% | +11.3% | -10.0% | -0.5% |
| 3M | +14.3% | +5.6% | +8.7% | +12.5% |
| 6M | +21.1% | -27.7% | +48.8% | +25.5% |
| YTD | +66.0% | -4.1% | +70.1% | +62.8% |
| 1Y | +59.3% | +13.8% | +45.5% | +50.7% |
| 3Y | +47.6% | +217.0% | -169.5% | +13.3% |
| 5Y | +162.0% | +404.3% | -242.4% | +82.6% |
| 10Y | +56.5% | +400.5% | -344.0% | +7.8% |
| All | +56.5% | +398.0% | -341.5% | +7.8% |
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