+691.3%
OVV vs JAAA
+29.3%
+662.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.7% | +0.1% | -3.8% | -4.0% |
| 30D | +8.0% | +0.5% | +7.5% | +6.8% |
| 3M | +11.3% | +1.2% | +10.1% | +8.0% |
| 6M | +24.0% | +2.8% | +21.2% | +15.5% |
| YTD | +65.3% | +3.2% | +62.1% | +52.6% |
| 1Y | +60.2% | +4.8% | +55.3% | +41.8% |
| 3Y | +46.9% | +19.0% | +28.0% | +16.2% |
| 5Y | +158.7% | +26.8% | +131.9% | +93.5% |
| All | +691.3% | +29.3% | +662.0% | +486.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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