+106.0%
OVV vs AR
+99.4%
+6.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | +8.0% | +7.4% | +0.7% | +3.3% |
| 30D | -2.0% | +5.8% | -7.8% | -5.4% |
| 3M | +5.4% | +5.2% | +0.2% | +1.9% |
| 6M | +14.3% | +5.4% | +8.8% | +10.2% |
| YTD | +69.4% | +12.4% | +57.0% | +55.6% |
| 1Y | +72.4% | +12.8% | +59.6% | +57.7% |
| 3Y | +58.4% | +47.2% | +11.2% | +15.1% |
| All | +106.0% | +99.4% | +6.6% | +29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling