+5.0%
GEHC vs OVV
+49.8%
-44.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.9% |
| 7D | -4.0% | +0.3% | -4.3% | -4.1% |
| 30D | -2.0% | +11.7% | -13.7% | -4.1% |
| 3M | +8.0% | +9.8% | -1.8% | +5.7% |
| 6M | -12.8% | +26.6% | -39.3% | -18.6% |
| YTD | -15.9% | +67.0% | -82.9% | -27.9% |
| 1Y | -6.9% | +55.9% | -62.8% | -19.0% |
| All | +5.0% | +49.8% | -44.7% | -10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling