+58.4%
OVV vs AME
+419.5%
-361.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -3.2% |
| 7D | +0.3% | +0.6% | -0.4% | -0.4% |
| 30D | +11.7% | -6.7% | +18.4% | +18.8% |
| 3M | +9.8% | +4.1% | +5.7% | +3.4% |
| 6M | +26.6% | +1.6% | +25.0% | +18.9% |
| YTD | +67.0% | +16.1% | +50.9% | +35.7% |
| 1Y | +55.9% | +27.3% | +28.6% | +13.3% |
| 3Y | +45.5% | +50.9% | -5.4% | -15.9% |
| 5Y | +157.3% | +81.4% | +76.0% | +15.8% |
| All | +58.4% | +419.5% | -361.1% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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