+219.4%
GLDM vs OVV
+19.9%
+199.5%
-28.0%
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% | +21.3% | +4.7% |
| 30D | -0.9% | -1.5% | +0.6% | -0.9% |
| 3M | -4.3% | +1.6% | -5.9% | -4.3% |
| 6M | -13.4% | +2.0% | -15.4% | -13.4% |
| YTD | -5.8% | +56.8% | -62.6% | -6.2% |
| 1Y | +2.1% | +64.8% | -62.8% | +1.7% |
| 3Y | +105.0% | +38.3% | +66.8% | +104.2% |
| 5Y | +122.5% | +84.9% | +37.6% | +122.7% |
| All | +219.4% | +19.9% | +199.5% | +216.7% |
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