+56.5%
OVV vs AU
+684.1%
-627.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.4% |
| 7D | -3.8% | +0.6% | -4.4% | -3.9% |
| 30D | +1.3% | +12.3% | -11.0% | -0.2% |
| 3M | +14.3% | +29.4% | -15.0% | +10.5% |
| 6M | +21.1% | +3.2% | +17.9% | +19.0% |
| YTD | +66.0% | +31.8% | +34.2% | +56.9% |
| 1Y | +59.3% | +83.4% | -24.1% | +42.8% |
| 3Y | +47.6% | +623.1% | -575.5% | +5.1% |
| 5Y | +162.0% | +700.5% | -538.5% | +82.1% |
| 10Y | +56.5% | +717.6% | -661.1% | +11.9% |
| All | +56.5% | +684.1% | -627.6% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling