+104.5%
OVV vs AR
+101.6%
+2.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +1.4% |
| 7D | +6.5% | +6.4% | +0.1% | +2.4% |
| 30D | -2.7% | +3.1% | -5.8% | -4.5% |
| 3M | +3.1% | +3.3% | -0.1% | +0.9% |
| 6M | +12.8% | +6.6% | +6.3% | +8.1% |
| YTD | +68.1% | +12.3% | +55.8% | +54.5% |
| 1Y | +73.6% | +12.3% | +61.3% | +59.3% |
| 3Y | +57.6% | +50.4% | +7.1% | +12.8% |
| 5Y | +104.5% | +101.0% | +3.5% | +26.4% |
| All | +104.5% | +101.6% | +2.9% | +26.4% |
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