+59.3%
OVV vs AU
+80.8%
-21.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.5% |
| 7D | -3.8% | +0.6% | -4.4% | -3.7% |
| 30D | +1.3% | +12.3% | -11.0% | +2.4% |
| 3M | +14.3% | +29.4% | -15.0% | +17.4% |
| 6M | +21.1% | +3.2% | +17.9% | +24.2% |
| YTD | +66.0% | +31.8% | +34.2% | +68.5% |
| 1Y | +59.3% | +83.4% | -24.1% | +66.0% |
| All | +59.3% | +80.8% | -21.5% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling