+342.1%
GLW vs OVV
+160.2%
+182.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.4% | +6.0% |
| 7D | +3.8% | +0.3% | +3.5% | +3.7% |
| 30D | -1.3% | +11.7% | -13.1% | -3.5% |
| 3M | -21.8% | +9.8% | -31.6% | -23.4% |
| 6M | +6.9% | +26.6% | -19.7% | +0.9% |
| YTD | +77.2% | +67.0% | +10.1% | +57.5% |
| 1Y | +123.2% | +55.9% | +67.3% | +100.5% |
| 3Y | +400.0% | +45.5% | +354.5% | +343.4% |
| All | +342.1% | +160.2% | +182.0% | +236.4% |
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 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