+53.1%
GPN vs OVV
+51.8%
+1.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.4% | -1.9% |
| 7D | +4.3% | +1.2% | +3.1% | +4.1% |
| 30D | +22.1% | -2.5% | +24.7% | +22.5% |
| 3M | +17.1% | +0.5% | +16.6% | +16.6% |
| 6M | +46.7% | +8.5% | +38.2% | +43.5% |
| YTD | +30.8% | +64.5% | -33.7% | +18.2% |
| 1Y | +31.5% | +64.7% | -33.2% | +18.6% |
| 3Y | -5.1% | +54.1% | -59.3% | -14.8% |
| 5Y | -18.1% | +95.4% | -113.5% | -31.6% |
| 10Y | +53.1% | +54.9% | -1.8% | -2.9% |
| All | +53.1% | +51.8% | +1.3% | -2.9% |
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