+45.1%
OVV vs AMCR
+22.4%
+22.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -7.3% | -3.8% | -3.5% | -5.6% |
| 30D | -3.6% | +8.3% | -11.9% | -8.0% |
| 3M | -2.6% | -2.7% | +0.1% | -2.0% |
| 6M | +7.6% | +16.7% | -9.1% | -3.6% |
| YTD | +59.6% | +13.2% | +46.4% | +41.5% |
| 1Y | +62.2% | +13.7% | +48.5% | +43.3% |
| 3Y | +49.6% | +17.4% | +32.2% | +24.6% |
| 5Y | +98.9% | -5.9% | +104.9% | +90.1% |
| 10Y | +45.1% | +22.4% | +22.7% | +19.1% |
| All | +45.1% | +22.4% | +22.7% | +19.1% |
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