+42.6%
OVV vs GRMN
+676.1%
-633.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | -16.7% | +4.7% | -21.4% | -19.2% |
| 30D | -1.5% | +3.4% | -4.9% | -4.2% |
| 3M | +1.6% | -5.0% | +6.6% | +3.3% |
| 6M | +2.0% | +18.6% | -16.6% | -10.7% |
| YTD | +56.8% | +42.5% | +14.3% | +18.9% |
| 1Y | +64.8% | +42.3% | +22.5% | +24.7% |
| 3Y | +38.3% | +158.5% | -120.2% | -39.5% |
| 5Y | +84.9% | +123.6% | -38.7% | -10.4% |
| All | +42.6% | +676.1% | -633.5% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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