+233.4%
GLW vs OVV
+92.4%
+141.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.1% | -3.6% |
| 7D | -11.1% | -7.3% | -3.8% | -9.9% |
| 30D | -28.4% | -3.6% | -24.9% | -28.1% |
| 3M | -28.8% | -2.6% | -26.2% | -28.8% |
| 6M | -39.8% | +7.6% | -47.4% | -41.1% |
| YTD | +28.7% | +59.6% | -30.9% | +15.0% |
| 1Y | +27.7% | +62.2% | -34.5% | +13.5% |
| 3Y | +331.3% | +49.6% | +281.7% | +279.8% |
| 5Y | +233.4% | +98.9% | +134.5% | +170.9% |
| All | +233.4% | +92.4% | +141.1% | +170.9% |
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 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