+175.9%
SLV vs OVV
+48.9%
+127.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +5.6% | -10.7% | +16.4% | +6.4% |
| 30D | -12.1% | -5.3% | -6.8% | -11.9% |
| 3M | -16.3% | +2.4% | -18.7% | -16.6% |
| 6M | -34.1% | +5.7% | -39.7% | -34.5% |
| YTD | -25.3% | +56.8% | -82.0% | -28.1% |
| 1Y | +9.6% | +59.3% | -49.7% | +5.2% |
| 3Y | +132.7% | +49.0% | +83.7% | +122.8% |
| 5Y | +113.7% | +88.1% | +25.5% | +100.1% |
| 10Y | +175.9% | +42.5% | +133.3% | +146.6% |
| All | +175.9% | +48.9% | +127.0% | +146.6% |
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