+5.8%
GD vs OVV
+72.9%
-67.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.5% | -2.1% |
| 7D | -3.9% | -14.9% | +11.0% | -3.0% |
| 30D | +8.1% | -0.9% | +9.0% | +8.2% |
| 3M | -6.8% | +5.6% | -12.3% | -7.0% |
| 6M | +3.0% | -2.5% | +5.5% | +3.7% |
| YTD | +7.8% | +57.8% | -50.1% | +1.2% |
| 1Y | +5.8% | +70.1% | -64.3% | -0.8% |
| All | +5.8% | +72.9% | -67.1% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling