+542.4%
GLW vs OVV
+48.9%
+493.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | -5.9% | -10.7% | +4.9% | -4.1% |
| 30D | -26.0% | -5.3% | -20.7% | -25.4% |
| 3M | -29.9% | +2.4% | -32.3% | -30.5% |
| 6M | -37.8% | +5.7% | -43.4% | -38.8% |
| YTD | +33.1% | +56.8% | -23.6% | +21.4% |
| 1Y | +36.8% | +59.3% | -22.4% | +24.2% |
| 3Y | +356.1% | +49.0% | +307.1% | +311.4% |
| 5Y | +243.8% | +88.1% | +155.7% | +187.8% |
| 10Y | +542.4% | +42.5% | +499.8% | +350.9% |
| All | +542.4% | +48.9% | +493.5% | +350.9% |
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