+39.3%
GEHC vs OVV
+46.3%
-7.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.7% | +1.3% |
| 7D | +0.8% | +8.0% | -7.3% | -0.4% |
| 30D | +21.3% | -2.0% | +23.4% | +21.4% |
| 3M | +12.6% | +5.4% | +7.1% | +11.2% |
| 6M | +34.3% | +14.3% | +20.0% | +30.4% |
| YTD | +1.4% | +69.4% | -68.0% | -10.6% |
| 1Y | +12.5% | +72.4% | -59.9% | -1.3% |
| 3Y | +19.2% | +58.4% | -39.2% | +4.0% |
| All | +39.3% | +46.3% | -7.1% | +23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling