+60.2%
OVV vs AVTR
+15.8%
+44.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.0% |
| 7D | -3.7% | +7.4% | -11.1% | -3.6% |
| 30D | +8.0% | +12.2% | -4.2% | +8.2% |
| 3M | +11.3% | +57.4% | -46.1% | +12.8% |
| 6M | +24.0% | +86.7% | -62.7% | +26.1% |
| YTD | +65.3% | +33.1% | +32.3% | +68.8% |
| 1Y | +60.2% | +16.1% | +44.0% | +61.5% |
| All | +60.2% | +15.8% | +44.4% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling