+162.0%
OVV vs AZO
+86.9%
+75.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.6% |
| 7D | -3.8% | -0.8% | -3.0% | -3.7% |
| 30D | +1.3% | -5.1% | +6.4% | +1.9% |
| 3M | +14.3% | -7.2% | +21.6% | +15.2% |
| 6M | +21.1% | -20.7% | +41.9% | +25.0% |
| YTD | +66.0% | -14.2% | +80.2% | +68.8% |
| 1Y | +59.3% | -32.2% | +91.4% | +69.1% |
| 3Y | +47.6% | +11.1% | +36.4% | +37.2% |
| 5Y | +162.0% | +87.6% | +74.4% | +100.1% |
| All | +162.0% | +86.9% | +75.0% | +100.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling