+60.1%
OVV vs AS
+139.2%
-79.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.1% | -10.7% | -6.2% |
| 7D | -12.1% | +13.8% | -25.9% | -13.5% |
| 30D | +2.9% | +16.7% | -13.8% | +0.9% |
| 3M | +3.7% | -11.5% | +15.2% | +5.2% |
| 6M | +0.6% | -5.5% | +6.1% | +0.4% |
| YTD | +62.5% | -14.2% | +76.6% | +64.0% |
| 1Y | +72.0% | +2.1% | +69.9% | +66.0% |
| All | +60.1% | +139.2% | -79.1% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling