+56.5%
OVV vs AMCR
+16.8%
+39.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +1.8% |
| 7D | -3.8% | -6.3% | +2.5% | -0.5% |
| 30D | +1.3% | -7.1% | +8.4% | +5.1% |
| 3M | +14.3% | +12.7% | +1.7% | +5.6% |
| 6M | +21.1% | +5.2% | +16.0% | +13.3% |
| YTD | +66.0% | +8.1% | +58.0% | +51.7% |
| 1Y | +59.3% | +11.7% | +47.6% | +41.9% |
| 3Y | +47.6% | +9.9% | +37.6% | +27.9% |
| 5Y | +162.0% | -8.7% | +170.6% | +154.8% |
| 10Y | +56.5% | +16.8% | +39.7% | +31.4% |
| All | +56.5% | +16.8% | +39.7% | +31.4% |
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