+162.4%
GE vs OVV
+48.9%
+113.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +6.3% | -10.7% | +17.0% | +8.9% |
| 30D | +8.9% | -5.3% | +14.2% | +9.8% |
| 3M | -9.2% | +2.4% | -11.6% | -10.4% |
| 6M | +13.2% | +5.7% | +7.6% | +10.1% |
| YTD | +9.4% | +56.8% | -47.4% | -4.3% |
| 1Y | +9.8% | +59.3% | -49.5% | -4.6% |
| 3Y | +278.2% | +49.0% | +229.2% | +225.7% |
| 5Y | +396.0% | +88.1% | +307.9% | +278.9% |
| 10Y | +162.4% | +42.5% | +119.8% | +50.2% |
| All | +162.4% | +48.9% | +113.5% | +50.2% |
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