+124.8%
OVV vs AGI
+4,691.5%
-4,566.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.1% | -1.0% |
| 7D | -16.7% | +16.0% | -32.6% | -18.8% |
| 30D | -1.5% | +1.0% | -2.4% | -2.1% |
| 3M | +1.6% | +2.5% | -0.9% | +0.4% |
| 6M | +2.0% | -24.0% | +26.1% | +4.8% |
| YTD | +56.8% | -17.2% | +74.0% | +56.6% |
| 1Y | +64.8% | +4.9% | +59.9% | +58.1% |
| 3Y | +38.3% | +142.6% | -104.3% | +12.7% |
| 5Y | +84.9% | +315.2% | -230.3% | +36.4% |
| 10Y | +54.5% | +338.5% | -284.0% | +5.6% |
| All | +124.8% | +4,691.5% | -4,566.6% | +9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling