+188.7%
GD vs OVV
+63.7%
+125.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | 0.0% | -1.5% |
| 7D | -5.3% | +0.3% | -5.5% | -5.3% |
| 30D | -6.4% | +11.7% | -18.2% | -7.9% |
| 3M | +5.7% | +9.8% | -4.1% | +4.1% |
| 6M | -0.9% | +26.6% | -27.5% | -4.7% |
| YTD | +8.2% | +67.0% | -58.9% | 0.0% |
| 1Y | +13.4% | +55.9% | -42.5% | +5.7% |
| 3Y | +68.5% | +45.5% | +23.0% | +55.7% |
| 5Y | +97.2% | +157.3% | -60.2% | +63.6% |
| All | +188.7% | +63.7% | +125.0% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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