+83.5%
OVV vs AVTR
-60.1%
+143.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.1% |
| 7D | -16.7% | -3.6% | -13.0% | -16.0% |
| 30D | -1.5% | +0.8% | -2.3% | -1.7% |
| 3M | +1.6% | +17.4% | -15.8% | -2.0% |
| 6M | +2.0% | +83.5% | -81.5% | -11.8% |
| YTD | +56.8% | +35.0% | +21.8% | +45.0% |
| 1Y | +64.8% | +36.7% | +28.2% | +51.6% |
| 3Y | +38.3% | -15.3% | +53.6% | +34.9% |
| All | +83.5% | -60.1% | +143.6% | +111.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling