+246.5%
GM vs OVV
-32.1%
+278.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.2% |
| 7D | +1.9% | +0.3% | +1.7% | +1.8% |
| 30D | -1.4% | +11.7% | -13.1% | -3.9% |
| 3M | +5.9% | +9.8% | -3.9% | +3.1% |
| 6M | +12.4% | +26.6% | -14.2% | +5.0% |
| YTD | +8.6% | +67.0% | -58.4% | -5.1% |
| 1Y | +52.6% | +55.9% | -3.3% | +34.8% |
| 3Y | +169.7% | +45.5% | +124.2% | +136.9% |
| 5Y | +87.5% | +157.3% | -69.8% | +38.9% |
| 10Y | +233.0% | +65.0% | +168.0% | +95.0% |
| All | +246.5% | -32.1% | +278.6% | +164.2% |
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