+38.2%
GEHC vs OVV
+35.4%
+2.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | +7.6% | -16.7% | +24.2% | +10.3% |
| 30D | +27.5% | -1.5% | +29.0% | +27.3% |
| 3M | +17.2% | +1.6% | +15.7% | +16.3% |
| 6M | +33.6% | +2.0% | +31.6% | +32.0% |
| YTD | +0.6% | +56.8% | -56.2% | -10.2% |
| 1Y | +11.3% | +64.8% | -53.5% | -2.0% |
| 3Y | +16.5% | +38.3% | -21.8% | +3.2% |
| All | +38.2% | +35.4% | +2.8% | +24.2% |
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 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