+42.5%
OVV vs AME
+465.0%
-422.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -3.9% |
| 7D | -10.7% | -1.5% | -9.2% | -9.9% |
| 30D | -5.3% | -4.2% | -1.1% | -2.4% |
| 3M | +2.4% | -5.9% | +8.3% | +6.5% |
| 6M | +5.7% | +2.8% | +2.8% | -1.1% |
| YTD | +56.8% | +16.6% | +40.2% | +25.0% |
| 1Y | +59.3% | +22.1% | +37.2% | +20.4% |
| 3Y | +49.0% | +64.7% | -15.7% | -22.9% |
| 5Y | +88.1% | +76.6% | +11.5% | -13.4% |
| 10Y | +42.5% | +443.9% | -401.3% | -68.6% |
| All | +42.5% | +465.0% | -422.5% | -68.6% |
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