+205.0%
GLD vs OVV
+50.1%
+154.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | +4.7% | -16.7% | +21.4% | +4.8% |
| 30D | -0.9% | -1.5% | +0.6% | -0.9% |
| 3M | -4.4% | +1.6% | -6.0% | -4.4% |
| 6M | -13.6% | +2.0% | -15.6% | -13.6% |
| YTD | -6.0% | +56.8% | -62.8% | -6.4% |
| 1Y | +1.8% | +64.8% | -63.1% | +1.3% |
| 3Y | +103.2% | +38.3% | +64.9% | +102.2% |
| 5Y | +119.3% | +84.9% | +34.4% | +119.0% |
| All | +205.0% | +50.1% | +154.9% | +211.5% |
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