+55.4%
OVV vs AZO
+297.5%
-242.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -2.9% | -2.9% | 0.0% | -2.2% |
| 30D | +0.9% | -5.3% | +6.2% | +2.2% |
| 3M | +11.0% | -7.3% | +18.4% | +12.7% |
| 6M | +22.3% | -22.7% | +45.0% | +29.8% |
| YTD | +65.1% | -15.0% | +80.1% | +70.2% |
| 1Y | +53.1% | -32.2% | +85.4% | +68.0% |
| 3Y | +46.7% | +10.0% | +36.7% | +35.6% |
| 5Y | +155.5% | +85.8% | +69.7% | +92.7% |
| All | +55.4% | +297.5% | -242.0% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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