+124.3%
GLDM vs OVV
+88.6%
+35.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.0% |
| 7D | +1.9% | -14.9% | +16.8% | +2.5% |
| 30D | -1.7% | -0.9% | -0.8% | -1.8% |
| 3M | -3.5% | +5.6% | -9.1% | -3.9% |
| 6M | -10.1% | -2.5% | -7.6% | -10.2% |
| YTD | -5.0% | +57.8% | -62.9% | -7.7% |
| 1Y | +2.8% | +70.1% | -67.3% | -0.5% |
| 3Y | +105.1% | +35.1% | +70.0% | +99.3% |
| 5Y | +124.3% | +86.1% | +38.2% | +115.7% |
| All | +124.3% | +88.6% | +35.7% | +115.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling