+239.3%
SLV vs OVV
-27.8%
+267.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.9% |
| 3M | -16.1% | +1.6% | -17.6% | -16.5% |
| 6M | -33.2% | +2.0% | -35.2% | -33.7% |
| YTD | -27.2% | +56.8% | -84.1% | -32.2% |
| 1Y | +7.6% | +64.8% | -57.2% | -0.5% |
| 3Y | +122.3% | +38.3% | +84.1% | +107.3% |
| 5Y | +109.7% | +84.9% | +24.8% | +82.1% |
| 10Y | +168.4% | +54.5% | +113.9% | +105.3% |
| All | +239.3% | -27.8% | +267.1% | +153.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling