+54.7%
OVV vs AJG
+473.1%
-418.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.2% |
| 7D | -1.7% | -8.3% | +6.6% | +3.2% |
| 30D | +0.8% | -5.7% | +6.5% | +3.8% |
| 3M | +13.3% | +9.1% | +4.2% | +6.0% |
| 6M | +16.9% | +15.2% | +1.7% | +4.8% |
| YTD | +64.3% | -6.3% | +70.6% | +65.5% |
| 1Y | +54.2% | -19.1% | +73.3% | +70.0% |
| 3Y | +51.3% | +8.2% | +43.1% | +28.3% |
| 5Y | +154.3% | +75.6% | +78.6% | +41.6% |
| All | +54.7% | +473.1% | -418.4% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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