+58.4%
OVV vs AU
+507.6%
-449.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.8% |
| 7D | +8.0% | -7.2% | +15.3% | +8.1% |
| 30D | -2.0% | -2.9% | +0.8% | -2.0% |
| 3M | +5.4% | -8.7% | +14.1% | +5.6% |
| 6M | +14.3% | -14.1% | +28.4% | +14.8% |
| YTD | +69.4% | +4.8% | +64.6% | +65.3% |
| 1Y | +72.4% | +11.9% | +60.5% | +66.7% |
| 3Y | +58.4% | +513.8% | -455.4% | +19.5% |
| All | +58.4% | +507.6% | -449.2% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling