+86.1%
OVV vs AVAV
+7.1%
+79.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.8% | +7.0% | -1.6% |
| 7D | -14.9% | -24.3% | +9.4% | -11.9% |
| 30D | -0.9% | -28.9% | +28.0% | +3.2% |
| 3M | +5.6% | -39.3% | +44.8% | +11.8% |
| 6M | -2.5% | -38.8% | +36.3% | +1.4% |
| YTD | +57.8% | -57.8% | +115.6% | +69.2% |
| 1Y | +70.1% | -70.9% | +141.0% | +94.9% |
| 3Y | +35.1% | -14.8% | +49.9% | +13.7% |
| 5Y | +86.1% | +7.3% | +78.8% | +59.4% |
| All | +86.1% | +7.1% | +79.0% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling