+54.9%
OVV vs AMCR
+20.2%
+34.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.8% | +4.8% | +3.9% |
| 7D | +1.2% | -8.5% | +9.7% | +5.8% |
| 30D | -2.5% | +6.8% | -9.3% | -6.4% |
| 3M | +0.5% | -5.0% | +5.5% | +2.4% |
| 6M | +8.5% | +13.9% | -5.4% | -1.6% |
| YTD | +64.5% | +11.2% | +53.2% | +47.1% |
| 1Y | +64.7% | +11.3% | +53.4% | +47.1% |
| 3Y | +54.1% | +15.4% | +38.8% | +29.5% |
| 5Y | +95.4% | -7.7% | +103.2% | +88.6% |
| 10Y | +54.9% | +20.2% | +34.7% | +28.6% |
| All | +54.9% | +20.2% | +34.7% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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