+46.9%
OVV vs AGI
+208.5%
-161.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -1.0% |
| 7D | -3.7% | +4.4% | -8.1% | -3.9% |
| 30D | +8.0% | +10.0% | -2.0% | +7.5% |
| 3M | +11.3% | +1.7% | +9.5% | +11.1% |
| 6M | +24.0% | -26.8% | +50.8% | +27.3% |
| YTD | +65.3% | -5.3% | +70.7% | +63.1% |
| 1Y | +60.2% | +11.5% | +48.7% | +54.0% |
| 3Y | +46.9% | +212.9% | -166.0% | +10.4% |
| All | +46.9% | +208.5% | -161.5% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling