+25.2%
GPN vs OVV
+55.1%
-30.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -2.8% |
| 7D | -6.2% | -3.8% | -2.4% | -5.6% |
| 30D | +1.0% | +1.3% | -0.2% | +0.8% |
| 3M | +36.9% | +14.3% | +22.6% | +33.1% |
| 6M | +16.8% | +21.1% | -4.3% | +11.8% |
| YTD | +13.2% | +66.0% | -52.8% | +2.4% |
| 1Y | +1.4% | +59.3% | -57.8% | -7.9% |
| 3Y | -28.6% | +47.6% | -76.2% | -35.4% |
| 5Y | -47.0% | +162.0% | -208.9% | -57.7% |
| 10Y | +25.2% | +56.5% | -31.3% | -22.2% |
| All | +25.2% | +55.1% | -30.0% | -22.2% |
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 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