+48.2%
OVV vs ALLY
+189.4%
-141.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.4% |
| 7D | -16.7% | +0.9% | -17.6% | -17.4% |
| 30D | -1.5% | +3.1% | -4.6% | -3.9% |
| 3M | +1.6% | -12.6% | +14.1% | +9.5% |
| 6M | +2.0% | -12.4% | +14.5% | +7.8% |
| YTD | +56.8% | -13.2% | +70.0% | +62.8% |
| 1Y | +64.8% | +1.8% | +63.0% | +53.4% |
| 3Y | +38.3% | +58.0% | -19.7% | -10.2% |
| 5Y | +84.9% | -8.4% | +93.3% | +62.3% |
| All | +48.2% | +189.4% | -141.2% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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