+72.4%
OVV vs AGI
-15.8%
+88.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.7% |
| 7D | +8.0% | -10.1% | +18.2% | +7.3% |
| 30D | -2.0% | -6.5% | +4.5% | -2.1% |
| 3M | +5.4% | -12.8% | +18.2% | +5.2% |
| 6M | +14.3% | -34.3% | +48.6% | +14.4% |
| YTD | +69.4% | -25.6% | +95.0% | +63.2% |
| 1Y | +72.4% | -14.2% | +86.6% | +58.3% |
| All | +72.4% | -15.8% | +88.2% | +58.3% |
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