+50.8%
OVV vs GRMN
+633.1%
-582.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -3.7% | +0.2% | -3.9% | -3.8% |
| 30D | +8.0% | -11.3% | +19.3% | +15.7% |
| 3M | +11.3% | +17.7% | -6.4% | -1.0% |
| 6M | +24.0% | +14.2% | +9.8% | +10.7% |
| YTD | +65.3% | +37.0% | +28.3% | +29.8% |
| 1Y | +60.2% | +17.0% | +43.2% | +37.8% |
| 3Y | +46.9% | +183.2% | -136.3% | -40.6% |
| 5Y | +158.7% | +77.3% | +81.5% | +54.4% |
| 10Y | +50.8% | +630.9% | -580.1% | -62.4% |
| All | +50.8% | +633.1% | -582.3% | -62.4% |
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