+54.9%
OVV vs AR
+58.9%
-4.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +2.2% |
| 7D | +1.2% | +2.1% | -0.9% | +0.1% |
| 30D | -2.5% | +4.5% | -7.0% | -4.9% |
| 3M | +0.5% | +1.0% | -0.5% | -0.2% |
| 6M | +8.5% | +4.4% | +4.0% | +5.7% |
| YTD | +64.5% | +10.9% | +53.6% | +54.0% |
| 1Y | +64.7% | +8.6% | +56.1% | +55.9% |
| 3Y | +54.1% | +48.5% | +5.6% | +17.4% |
| 5Y | +95.4% | +95.7% | -0.3% | +26.0% |
| 10Y | +54.9% | +55.5% | -0.5% | +13.0% |
| All | +54.9% | +58.9% | -4.0% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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