+42.5%
OVV vs GRMN
+693.0%
-650.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -1.3% |
| 7D | -10.7% | +6.4% | -17.1% | -14.2% |
| 30D | -5.3% | +8.7% | -14.0% | -10.4% |
| 3M | +2.4% | -5.8% | +8.2% | +4.8% |
| 6M | +5.7% | +22.5% | -16.9% | -9.4% |
| YTD | +56.8% | +45.6% | +11.2% | +17.4% |
| 1Y | +59.3% | +47.5% | +11.8% | +18.0% |
| 3Y | +49.0% | +166.2% | -117.3% | -36.1% |
| 5Y | +88.1% | +124.1% | -36.0% | -8.3% |
| 10Y | +42.5% | +668.0% | -625.5% | -66.5% |
| All | +42.5% | +693.0% | -650.4% | -66.5% |
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