+103.2%
SLV vs OVV
+92.4%
+10.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.3% | -3.7% |
| 7D | +3.7% | -7.3% | +10.9% | +4.6% |
| 30D | -15.2% | -3.6% | -11.6% | -15.0% |
| 3M | -21.8% | -2.6% | -19.1% | -21.8% |
| 6M | -36.3% | +7.6% | -43.9% | -37.4% |
| YTD | -27.8% | +59.6% | -87.5% | -33.5% |
| 1Y | +1.5% | +62.2% | -60.7% | -6.8% |
| 3Y | +128.5% | +49.6% | +78.9% | +109.0% |
| 5Y | +103.2% | +98.9% | +4.3% | +79.1% |
| All | +103.2% | +92.4% | +10.8% | +79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling