+1,189.6%
GD vs OVV
+155.6%
+1,034.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.6% | +3.0% | -1.7% |
| 7D | +3.0% | -12.1% | +15.1% | +5.0% |
| 30D | +10.5% | +2.9% | +7.7% | +9.9% |
| 3M | -5.0% | +3.7% | -8.6% | -5.8% |
| 6M | +5.5% | +0.6% | +4.9% | +4.7% |
| YTD | +10.3% | +62.5% | -52.1% | +1.2% |
| 1Y | +8.2% | +72.0% | -63.9% | -1.9% |
| 3Y | +59.0% | +39.1% | +19.9% | +46.2% |
| 5Y | +104.3% | +98.5% | +5.8% | +71.0% |
| 10Y | +202.4% | +60.1% | +142.4% | +111.3% |
| All | +1,189.6% | +155.6% | +1,034.0% | +679.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling