+620.7%
GEV vs OVV
+35.1%
+585.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.8% | +0.5% |
| 7D | +3.3% | +0.3% | +3.0% | +3.2% |
| 30D | -7.5% | +11.7% | -19.2% | -10.7% |
| 3M | -2.2% | +9.8% | -12.0% | -5.5% |
| 6M | +12.1% | +26.6% | -14.5% | +1.4% |
| YTD | +44.4% | +67.0% | -22.6% | +15.9% |
| 1Y | +57.7% | +55.9% | +1.7% | +29.5% |
| All | +620.7% | +35.1% | +585.6% | +532.8% |
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