+95.4%
OVV vs AU
+389.3%
-293.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.0% | +5.0% | +3.3% |
| 7D | +1.2% | +4.7% | -3.4% | +0.6% |
| 30D | -2.5% | -1.5% | -1.0% | -2.6% |
| 3M | +0.5% | -5.0% | +5.5% | +0.6% |
| 6M | +8.5% | -13.5% | +22.0% | +9.3% |
| YTD | +64.5% | +11.7% | +52.7% | +55.2% |
| 1Y | +64.7% | +21.3% | +43.4% | +52.2% |
| 3Y | +54.1% | +545.0% | -490.8% | -10.4% |
| 5Y | +95.4% | +412.0% | -316.5% | +11.2% |
| All | +95.4% | +389.3% | -293.9% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling