+48.2%
OVV vs AME
+442.8%
-394.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.2% | -3.0% |
| 7D | -16.7% | -5.2% | -11.5% | -12.7% |
| 30D | -1.5% | -8.0% | +6.5% | +5.7% |
| 3M | +1.6% | -8.9% | +10.5% | +9.0% |
| 6M | +2.0% | -5.0% | +7.0% | +3.2% |
| YTD | +56.8% | +11.9% | +44.9% | +30.1% |
| 1Y | +64.8% | +16.6% | +48.2% | +30.3% |
| 3Y | +38.3% | +62.5% | -24.2% | -28.0% |
| 5Y | +84.9% | +67.6% | +17.3% | -10.1% |
| All | +48.2% | +442.8% | -394.6% | -67.5% |
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