+83.5%
OVV vs AR
+71.8%
+11.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.1% |
| 7D | -16.7% | -14.3% | -2.4% | -8.0% |
| 30D | -1.5% | +1.4% | -2.9% | -2.3% |
| 3M | +1.6% | +3.4% | -1.8% | -0.7% |
| 6M | +2.0% | -2.1% | +4.1% | +3.2% |
| YTD | +56.8% | +4.7% | +52.1% | +50.7% |
| 1Y | +64.8% | +10.6% | +54.3% | +52.7% |
| 3Y | +38.3% | +24.6% | +13.7% | +12.2% |
| All | +83.5% | +71.8% | +11.7% | +25.0% |
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 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