-16.8%
GIS vs OVV
+55.1%
-71.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -8.6% | -3.8% | -4.8% | -8.6% |
| 30D | -0.5% | +1.3% | -1.7% | -0.5% |
| 3M | +11.9% | +14.3% | -2.4% | +11.7% |
| 6M | -11.6% | +21.1% | -32.7% | -11.9% |
| YTD | -16.3% | +66.0% | -82.3% | -17.0% |
| 1Y | -21.8% | +59.3% | -81.0% | -22.4% |
| 3Y | -35.7% | +47.6% | -83.2% | -36.3% |
| 5Y | -22.9% | +162.0% | -184.8% | -24.5% |
| 10Y | -16.8% | +56.5% | -73.3% | -22.4% |
| All | -16.8% | +55.1% | -71.9% | -22.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling