+122.3%
SLV vs OVV
+34.1%
+88.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +5.1% | -16.7% | +21.8% | +7.5% |
| 30D | -12.9% | -1.5% | -11.4% | -13.1% |
| 3M | -16.1% | +1.6% | -17.6% | -16.7% |
| 6M | -33.2% | +2.0% | -35.2% | -33.9% |
| YTD | -27.2% | +56.8% | -84.1% | -34.6% |
| 1Y | +7.6% | +64.8% | -57.2% | -4.2% |
| 3Y | +122.3% | +38.3% | +84.1% | +101.1% |
| All | +122.3% | +34.1% | +88.2% | +101.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling