+70.1%
OVV vs AS
0.0%
+70.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -3.5% |
| 7D | -14.9% | +7.1% | -22.0% | -13.1% |
| 30D | -0.9% | +12.8% | -13.8% | +2.6% |
| 3M | +5.6% | -14.7% | +20.3% | +2.1% |
| 6M | -2.5% | -9.9% | +7.5% | -3.6% |
| YTD | +57.8% | -16.1% | +74.0% | +58.2% |
| 1Y | +70.1% | +0.2% | +69.9% | +73.5% |
| All | +70.1% | 0.0% | +70.0% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling