+216.0%
GLD vs OVV
+63.7%
+152.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.8% |
| 7D | -0.5% | +0.3% | -0.8% | -0.5% |
| 30D | +4.4% | +11.7% | -7.3% | +4.3% |
| 3M | -1.1% | +9.8% | -10.9% | -1.2% |
| 6M | -13.8% | +26.6% | -40.3% | -14.0% |
| YTD | +2.6% | +67.0% | -64.4% | +2.2% |
| 1Y | +24.5% | +55.9% | -31.4% | +24.0% |
| 3Y | +125.8% | +45.5% | +80.3% | +124.7% |
| 5Y | +137.8% | +157.3% | -19.6% | +138.0% |
| All | +216.0% | +63.7% | +152.4% | +221.4% |
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