+443.9%
GH vs OVV
+34.1%
+409.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.6% |
| 7D | -15.6% | -16.7% | +1.0% | -12.9% |
| 30D | -10.4% | -1.5% | -8.9% | -10.1% |
| 3M | -4.3% | +1.6% | -5.8% | -4.5% |
| 6M | +63.5% | +2.0% | +61.5% | +62.5% |
| YTD | +47.7% | +56.8% | -9.1% | +30.2% |
| 1Y | +56.7% | +64.8% | -8.1% | +35.8% |
| 3Y | +443.9% | +38.3% | +405.6% | +382.8% |
| All | +443.9% | +34.1% | +409.8% | +382.8% |
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