+46.9%
OVV vs AU
+624.5%
-577.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -1.0% |
| 7D | -3.7% | -0.3% | -3.4% | -3.7% |
| 30D | +8.0% | +12.8% | -4.8% | +7.5% |
| 3M | +11.3% | +28.5% | -17.2% | +10.2% |
| 6M | +24.0% | +4.8% | +19.2% | +23.7% |
| YTD | +65.3% | +31.0% | +34.4% | +60.4% |
| 1Y | +60.2% | +81.4% | -21.3% | +48.6% |
| 3Y | +46.9% | +618.4% | -571.5% | +9.9% |
| All | +46.9% | +624.5% | -577.6% | +9.9% |
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 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