+222.0%
GLDM vs OVV
+20.7%
+201.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +0.9% |
| 7D | +1.9% | -14.9% | +16.8% | +1.9% |
| 30D | -1.7% | -0.9% | -0.8% | -1.7% |
| 3M | -3.5% | +5.6% | -9.1% | -3.6% |
| 6M | -10.1% | -2.5% | -7.6% | -10.1% |
| YTD | -5.0% | +57.8% | -62.9% | -5.4% |
| 1Y | +2.8% | +70.1% | -67.3% | +2.4% |
| 3Y | +105.1% | +35.1% | +70.0% | +104.2% |
| 5Y | +124.3% | +86.1% | +38.2% | +124.5% |
| All | +222.0% | +20.7% | +201.3% | +219.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling