+45.1%
OVV vs AVAV
+358.8%
-313.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.5% | +2.4% |
| 7D | -7.3% | 0.0% | -7.2% | -7.6% |
| 30D | -3.6% | -9.9% | +6.4% | -2.0% |
| 3M | -2.6% | -34.7% | +32.1% | +5.6% |
| 6M | +7.6% | -26.6% | +34.2% | +10.3% |
| YTD | +59.6% | -48.9% | +108.6% | +71.2% |
| 1Y | +62.2% | -63.0% | +125.2% | +88.5% |
| 3Y | +49.6% | +1.6% | +48.0% | +17.5% |
| 5Y | +98.9% | +34.5% | +64.4% | +32.4% |
| 10Y | +45.1% | +359.3% | -314.1% | -22.1% |
| All | +45.1% | +358.8% | -313.6% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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